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Rockwell Automation
ROK

Overview Fund Activity

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$320M
2
Holocene Advisors
Holocene Advisors
New York
+$162M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
+$116M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
+$116M
5
Marshall Wace
Marshall Wace
United Kingdom
+$107M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$294M
2
Amundi
Amundi
France
-$159M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
-$132M
4
Invesco
Invesco
Georgia
-$115M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$104M
Name Holding Trade Value Shares
Change 		Shares
Change %
LI
651
LRI Investments
Florida
$673K – – –
DIP
652
Davis Investment Partners
North Carolina
$672K – – –
EIG
653
Ellenbecker Investment Group
Wisconsin
$670K +$1.66K +5 +0.2%
WAM
654
Wolverine Asset Management
Illinois
$664K +$664K +2,000 New
AFG
655
Atomi Financial Group
New York
$663K +$69.1K +208 +12%
HH
656
Hilltop Holdings
Texas
$662K +$31.9K +96 +5%
WT
657
Whittier Trust
California
$657K +$34.2K +103 +5%
AA
658
Argent Advisors
Louisiana
$651K +$15.9K +48 +3%
HSA
659
HBK Sorce Advisory
Pennsylvania
$649K -$15.3K -46 -2%
OCM
660
One Capital Management
California
$649K -$120K -362 -16%
MWM
661
Moran Wealth Management
Florida
$648K -$88.7K -267 -12%
BC
662
Bayforest Capital
United Kingdom
$645K +$456K +1,374 +241%
HIMS
663
Hager Investment Management Services
New Hampshire
$644K -$14.3K -43 -2%
TPCW
664
TD Private Client Wealth
New York
$639K -$4.65K -14 -0.7%
KWM
665
Kingsview Wealth Management
Oregon
$634K -$46.5K -140 -7%
QCG
666
Quadrant Capital Group
Ohio
$631K -$997 -3 -0.2%
GC
667
Grimes & Company
Massachusetts
$630K -$72.4K -218 -10%
TM
668
TigerOak Management
New Mexico
$626K -$2.66K -8 -0.4%
PHIC
669
Pine Haven Investment Counsel
Massachusetts
$625K – – –
SLI
670
Sumitomo Life Insurance
Japan
$625K -$1.22M -3,684 -66%
CPCPP
671
Canada Post Corporation Pension Plan
Canada
$620K +$620K +1,868 New
MIM
672
MTM Investment Management
South Carolina
$617K -$33.2K -100 -5%
SEEDPG
673
S.E.E.D. Planning Group
New York
$617K -$14.3K -43 -2%
VAM
674
Verity Asset Management
North Carolina
$616K -$14.9K -45 -2%
GTAM
675
Global Trust Asset Management
Florida
$607K -$185K -557 -23%
25 26
27
28 29