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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 %
HCM
751
Hutchinson Capital Management
California
$451K -$332 -1 -0.1%
AA
752
ALPS Advisors
Colorado
$451K +$451K +1,358 New
JSSH
753
J. Safra Sarasin Holding
$450K +$1.33K +4 +0.3%
AWM
754
AE Wealth Management
Kansas
$450K -$124K -374 -22%
CGL
755
Clarius Group LLC
Washington
$447K +$53.8K +162 +14%
SC
756
Syon Capital
California
$446K +$151K +455 +51%
EWM
757
Empirical Wealth Management
Washington
$442K -$12.3K -37 -3%
RMC
758
Resources Management Corp
Connecticut
$441K – – –
PMG
759
ProVise Management Group
Florida
$441K -$6.64K -20 -1%
FRA
760
Frank Rimerman Advisors
California
$440K -$33.2K -100 -7%
EFG
761
Elios Financial Group
Ohio
$440K +$665 +2 +0.2%
WIA
762
World Investment Advisors
California
$440K -$128K -386 -23%
PP
763
Patron Partners
Texas
$439K -$32.2K -97 -7%
FRM
764
Fox Run Management
Connecticut
$438K -$300K -904 -41%
HCM
765
Hengehold Capital Management
Ohio
$436K -$4.32K -13 -1%
BC
766
Bridgefront Capital
Texas
$434K +$434K +1,308 New
BCA
767
Bay Colony Advisors
Massachusetts
$434K -$14.6K -44 -3%
VBCG
768
Valley Brook Capital Group
Pennsylvania
$432K – – –
CA
769
Cullinan Associates
Kentucky
$432K – – –
GIA
770
Gladstone Institutional Advisory
Florida
$430K +$6.64K +20 +2%
GVAG
771
Great Valley Advisor Group
Delaware
$425K -$28.6K -86 -6%
VT
772
Vise Technologies
New York
$424K +$424K +1,275 New
RCAG
773
Rehmann Capital Advisory Group
Michigan
$424K -$18.9K -57 -4%
CWM
774
Calamos Wealth Management
Illinois
$422K +$422K +1,269 New
PA
775
Profund Advisors
Maryland
$421K +$40.5K +122 +11%
29 30
31
32 33