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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 %
SIG
676
Stonegate Investment Group
Alabama
$604K +$332 +1 +0.1%
FFN
677
Focus Financial Network
Minnesota
$599K – – –
DWM
678
Dakota Wealth Management
Florida
$599K -$664 -2 -0.1%
MHIC
679
Marble Harbor Investment Counsel
Massachusetts
$598K – – –
EWM
680
Evermay Wealth Management
Virginia
$597K -$162K -488 -21%
TCOV
681
Trust Company of Vermont
Vermont
$596K +$27.6K +83 +5%
S
682
SignatureFD
Georgia
$595K -$57.8K -174 -9%
APWM
683
Argonautica Private Wealth Management
Massachusetts
$588K – – –
HI
684
Horizon Investments
North Carolina
$585K +$46.5K +140 +9%
CCG
685
Chatham Capital Group
Georgia
$576K – – –
GAA
686
Global Assets Advisory
Florida
$574K +$574K +1,694 New
BP
687
Ballentine Partners
Massachusetts
$570K -$51.8K -156 -8%
AB
688
ANB Bank
Colorado
$570K +$6.98K +21 +1%
SWA
689
Strategies Wealth Advisors
Michigan
$568K +$664 +2 +0.1%
EWS
690
Eagle Wealth Strategies
New Jersey
$567K – – –
PFA
691
Pure Financial Advisors
California
$564K +$21.6K +65 +4%
FFA
692
Frazier Financial Advisors
Ohio
$562K – – –
MAS
693
Meeder Advisory Services
Ohio
$560K -$208K -626 -27%
MC
694
Moors & Cabot
Massachusetts
$558K -$4.32K -13 -0.8%
APA
695
Astoria Portfolio Advisors
New York
$558K – – –
SF
696
Symphony Financial
Texas
$557K +$557K +2,929 New
CA
697
Claro Advisors
Massachusetts
$556K +$6.31K +19 +1%
BWM
698
BigSur Wealth Management
Florida
$553K – – –
HAIM
699
Hunter Associates Investment Management
Pennsylvania
$551K -$4.96K -15 -0.9%
PA
700
Procyon Advisors
Connecticut
$547K -$24.6K -74 -4%
26 27
28
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