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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 %
RMP
801
Richards, Merrill & Peterson
Washington
$386K +$41.2K +124 +12%
ABC
802
Associated Banc-Corp
Wisconsin
$386K -$50.5K -152 -12%
KP
803
Keel Point
Alabama
$385K +$15.9K +48 +4%
SOW
804
State of Wyoming
Wyoming
$384K +$384K +1,156 New
PF
805
Phoenix Financial
Israel
$381K +$33.2K +100 +10%
WAP
806
Wealthcare Advisory Partners
Pennsylvania
$379K +$379K +1,142 New
TCBWMS
807
Texas Capital Bank Wealth Management Services
Texas
$379K -$997 -3 -0.3%
PP
808
Pacifica Partners
Canada
$379K – – –
CFS
809
Cannon Financial Strategists
Georgia
$378K – – –
CPCP
810
Cedar Point Capital Partners
Iowa
$377K +$4.98K +15 +1%
PS
811
Principal Securities
Iowa
$377K +$5.65K +17 +2%
SAI
812
Savvy Advisors Inc
New York
$376K +$56.1K +169 +18%
PTC
813
Petrus Trust Company
Texas
$376K +$376K +1,132 New
FAG
814
Fortitude Advisory Group
Washington
$376K +$3.99K +12 +1%
APW
815
Aurora Private Wealth
New Jersey
$375K -$6.64K -20 -2%
IAIM
816
International Assets Investment Management
Florida
$375K -$162K -487 -30%
SXL
817
Summit X LLC
Missouri
$373K +$2.33K +7 +0.6%
MIA
818
MainStreet Investment Advisors
Illinois
$373K +$1.33K +4 +0.4%
TAM
819
Tealwood Asset Management
Minnesota
$372K – – –
CICI
820
Capital Investment Counsel Inc
North Carolina
$367K +$8.3K +25 +2%
BCM
821
Brookstone Capital Management
Illinois
$366K +$22.9K +69 +7%
BCM
822
Bayesian Capital Management
New York
$365K -$1.79M -5,400 -83%
CI
823
Cigna Investments
Connecticut
$364K -$11.3K -34 -3%
AIP
824
Almanack Investment Partners
Pennsylvania
$363K +$363K +1,094 New
RWP
825
Revolve Wealth Partners
New Jersey
$362K +$63.4K +191 +21%
31 32
33
34 35