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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 %
GWMR
851
GC Wealth Management RIA
Massachusetts
$336K +$336K +1,012 New
CAC
852
Certified Advisory Corp
Florida
$335K – – –
FWM
853
FMB Wealth Management
California
$333K -$664 -2 -0.2%
WPW
854
Warther Private Wealth
Ohio
$333K +$333K +1,003 New
BFM
855
Boothbay Fund Management
New York
$333K +$333K +1,001 New
EPIMS
856
Evelyn Partners Investment Management Services
$332K -$578K -1,543 -63%
FFS
857
Founders Financial Securities
Maryland
$332K -$997 -3 -0.3%
WSC
858
Wellington Shields & Co
New York
$332K – – –
RIM
859
RW Investment Management
Idaho
$332K – – –
SDIC
860
South Dakota Investment Council
South Dakota
$332K – – –
LOPW
861
Live Oak Private Wealth
North Carolina
$332K -$22.9K -69 -6%
EB
862
Eastern Bank
Massachusetts
$329K – – –
AFG
863
ABLE Financial Group
Arizona
$328K -$997 -3 -0.3%
DAS
864
Dynamic Advisor Solutions
Arizona
$327K +$2.33K +7 +0.7%
PWW
865
Pettyjohn Wood & White
Virginia
$326K – – –
FSA
866
Financial Security Advisor
Virginia
$326K +$1.33K +4 +0.4%
1W
867
1776 Wealth
Georgia
$325K -$16.9K -51 -5%
DA
868
Dillon & Associates
Michigan
$321K -$1.47M -4,426 -82%
KA
869
KLCM Advisors
Wisconsin
$321K – – –
TWM
870
Tradition Wealth Management
Minnesota
$320K -$332 -1 -0.1%
SCM
871
Stevens Capital Management
Pennsylvania
$320K -$805K -2,426 -72%
ANBT
872
American National Bank & Trust
Texas
$320K -$19.6K -59 -6%
WP
873
WealthPLAN Partners
Nebraska
$319K -$14.9K -45 -4%
AI
874
Accredited Investors
Minnesota
$317K +$24.3K +73 +8%
SCP
875
Sender Company & Partners
New York
$317K -$261K -785 -45%
33 34
35
36 37