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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 %
MS
876
Marshall & Sullivan
Washington
$316K – – –
MPM
877
MBB Public Markets
Illinois
$315K -$73.4K -221 -19%
USCWA
878
U.S. Capital Wealth Advisors
Texas
$311K +$2.33K +7 +0.8%
Empower Advisory Group
879
Empower Advisory Group
Colorado
$311K +$311K +935 New
CCC
880
Chelsea Counsel Company
California
$306K – – –
BCIM
881
Bishop & Co Investment Management
Pennsylvania
$305K – – –
CI
882
Conning Inc
Connecticut
$305K -$7.97K -24 -3%
DI
883
Diligent Investors
California
$304K +$332 +1 +0.1%
HI
884
Hudock Inc
Pennsylvania
$303K +$332 +1 +0.1%
SLC
885
Second Line Capital
Louisiana
$303K -$27.2K -82 -8%
SWP
886
Sagespring Wealth Partners
Tennessee
$303K +$43.5K +131 +17%
SMG
887
Smart Money Group
Texas
$302K +$996 +3 +0.3%
ICP
888
Impact Capital Partners
Colorado
$300K +$9.3K +28 +3%
AIA
889
Affinity Investment Advisors
California
$300K +$300K +903 New
PHWM
890
Pine Harbor Wealth Management
Maryland
$299K – – –
CWM
891
Congress Wealth Management
Massachusetts
$297K +$13.6K +41 +5%
MWM
892
Modera Wealth Management
New Jersey
$297K -$7.64K -23 -3%
PMG
893
Private Management Group
California
$296K – – –
PP
894
PDS Planning
Ohio
$294K +$294K +886 New
PFM
895
Patton Fund Management
Texas
$294K +$294K +886 New
CA
896
Commerzbank Aktiengesellschaft
Germany
$292K -$1.15M -3,462 -80%
CI
897
Cambiar Investors
Colorado
$292K -$131K -395 -31%
KV
898
Kickstand Ventures
New York
$291K -$997 -3 -0.3%
KI
899
Keystone Investors
Singapore
$290K -$230K -693 -44%
Financial Engines Advisors
900
Financial Engines Advisors
California
$290K -$664 -2 -0.2%
34 35
36
37 38