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Rockwell Automation
ROK

Overview Fund Activity

1,255 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+97
Holders Change %
+8.38%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
192
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 %
TFG
701
Taylor Financial Group
Virginia
$547K – – –
TCA
702
Transcend Capital Advisors
New Jersey
$542K +$664 +2 +0.1%
WPW
703
Watershed Private Wealth
Illinois
$538K – – –
GLF
704
Groupe la Francaise
France
$536K -$38.8K -117 -7%
HIA
705
HFM Investment Advisors
New Jersey
$536K +$997 +3 +0.2%
CWM
706
Crowley Wealth Management
Delaware
$535K -$892K -2,685 -63%
MA
707
Montag & Associates
Georgia
$534K -$85K -256 -14%
OKSA
708
O'Keefe Stevens Advisory
New York
$531K -$3.32K -10 -0.6%
UWP
709
Uniting Wealth Partners
Kansas
$531K – – –
VIM
710
Vinva Investment Management
Australia
$530K +$530K +1,605 New
FC
711
Forte Capital
New York
$529K -$29.9K -90 -5%
XF
712
XML Financial
Maryland
$529K -$4.65K -14 -0.9%
HI
713
Hoey Investments
Pennsylvania
$527K -$27.6K -83 -5%
BRWA
714
B. Riley Wealth Advisors
Florida
$527K +$527K +1,585 New
VAS
715
Vestmark Advisory Solutions
Massachusetts
$524K -$666K -2,005 -56%
1SB
716
1ST Source Bank
Indiana
$523K -$8.64K -26 -2%
WIM
717
Westside Investment Management
California
$519K +$20.6K +62 +4%
1C
718
111 Capital
France
$519K -$1.1M -3,308 -68%
EWM
719
Evercore Wealth Management
New York
$519K +$66.4K +200 +15%
BF
720
BOK Financial
Oklahoma
$511K +$148K +445 +41%
SWM
721
SeaCrest Wealth Management
New York
$507K +$51.8K +156 +11%
VCM
722
Voleon Capital Management
California
$501K +$501K +1,507 New
MSA
723
Marathon Strategic Advisors
Pennsylvania
$498K – – –
CI
724
Corient IA
Florida
$498K – – –
AWM
725
Axxcess Wealth Management
California
$496K +$1.99K +6 +0.4%
27 28
29
30 31