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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 %
GI
726
GLOBALT Investments
Georgia
$495K -$22.6K -68 -4%
TWM
727
Trueblood Wealth Management
Ohio
$495K -$9.63K -29 -2%
CW
728
CreativeOne Wealth
Kansas
$494K +$109K +327 +28%
AAS
729
Annex Advisory Services
Wisconsin
$491K -$10.6K -32 -2%
CSA
730
Cottage Street Advisors
Massachusetts
$489K -$72.7K -219 -13%
HI
731
Harbour Investments
Wisconsin
$489K +$4.98K +15 +1%
CT
732
Clearstead Trust
Maine
$488K -$13.3K -40 -3%
EP
733
Edgestream Partners
New Jersey
$486K +$486K +1,464 New
NPT
734
Nixon Peabody Trust
Massachusetts
$485K -$454K -1,367 -48%
IA
735
IFP Advisors
Florida
$476K +$12.3K +37 +3%
GI
736
Gradient Investments
Minnesota
$475K +$66.4K +200 +16%
PMSA
737
Patrick M. Sweeney & Associates
Illinois
$474K – – –
PWP
738
Parkwoods Wealth Partners
New York
$474K +$1.33K +4 +0.3%
FFP
739
FourThought Financial Partners
Florida
$472K – – –
NFG
740
Nations Financial Group
Iowa
$471K +$332 +1 +0.1%
NRWA
741
North Ridge Wealth Advisors
Oregon
$468K – – –
SW
742
SVB Wealth
Massachusetts
$468K +$468K +1,410 New
PA
743
Parallel Advisors
California
$466K -$21.9K -66 -4%
CCA
744
Checchi Capital Advisers
California
$465K -$26.2K -79 -5%
CAM
745
Costello Asset Management
Pennsylvania
$465K – – –
BJL
746
Brighton Jones LLC
Washington
$461K -$9.63K -29 -2%
AC
747
AlphaCore Capital
California
$459K -$21.9K -66 -5%
JIC
748
Johnson Investment Counsel
Ohio
$459K -$13.6K -41 -3%
SAM
749
Smartleaf Asset Management
Massachusetts
$458K -$72.3K -219 -14%
WWG
750
West Wealth Group
California
$457K +$1.97K +6 +0.4%
28 29
30
31 32