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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 %
GAMC
826
Garner Asset Management Corp
Texas
$362K +$362K +1,090 New
FNBT
827
FineMark National Bank & Trust
Florida
$361K +$51.8K +156 +17%
CRWM
828
Castle Rock Wealth Management
California
$360K -$2.84K -8 -0.8%
R
829
Rebalance
California
$360K – – –
KFS
830
Kelly Financial Services
Massachusetts
$359K -$4.65K -14 -1%
DG
831
DMC Group
Alabama
$359K +$26.6K +80 +8%
FPCP
832
Fort Point Capital Partners
California
$357K -$9.3K -28 -3%
VC
833
Vicus Capital
Pennsylvania
$356K +$1.33K +4 +0.4%
SPIA
834
Steward Partners Investment Advisory
New York
$356K +$24.9K +75 +8%
FAM
835
Formidable Asset Management
Ohio
$356K – – –
Simplex Trading
836
Simplex Trading
Illinois
$355K +$355K +1,071 New
NL
837
NWAM LLC
Washington
$354K -$4.21K -12 -1%
JCM
838
Jacobi Capital Management
Pennsylvania
$354K -$20.3K -61 -5%
AIP
839
Ameritas Investment Partners
Nebraska
$353K -$12K -36 -3%
GC
840
Grange Capital
Oregon
$349K – – –
CLA
841
Carnegie Lake Advisors
New Jersey
$348K – – –
PL
842
Plancorp LLC
Missouri
$347K -$2.99K -9 -0.9%
BC
843
Belmont Capital
California
$346K – – –
LIA
844
LS Investment Advisors
Michigan
$345K +$345K +1,040 New
FFM
845
Forum Financial Management
Illinois
$343K +$57.1K +172 +20%
FG
846
Foster Group
Iowa
$341K +$45.5K +137 +15%
PCM
847
Parsons Capital Management
Rhode Island
$339K – – –
BWM
848
BKM Wealth Management
Wisconsin
$338K – – –
WF
849
Welch & Forbes
Massachusetts
$337K -$34.5K -104 -9%
KA
850
Kooman & Associates
Pennsylvania
$337K -$332 -1 -0.1%
32 33
34
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