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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 %
EWA
926
EverSource Wealth Advisors
Alabama
$265K +$63.8K +192 +32%
CPIG
927
Chicago Partners Investment Group
Illinois
$264K +$264K +738 New
RWM
928
Ritholtz Wealth Management
New York
$263K +$263K +791 New
HBT
929
Hills Bank & Trust
Iowa
$261K +$23.3K +70 +10%
BB
930
Busey Bank
Illinois
$261K – – –
LFAS
931
Level Four Advisory Services
Texas
$260K -$14.9K -45 -5%
IWA
932
Icon Wealth Advisors
Texas
$260K – – –
MKA
933
M. Kulyk & Associates
Georgia
$258K -$10.6K -32 -4%
PAM
934
Panagora Asset Management
Massachusetts
$258K -$1.66K -5 -0.6%
SA
935
Sicart Associates
New York
$257K -$133K -400 -34%
CFFP
936
Center for Financial Planning
Michigan
$255K – – –
CCMG
937
Clark Capital Management Group
Pennsylvania
$254K +$254K +766 New
BWFA
938
Baltimore-Washington Financial Advisors
Maryland
$253K +$253K +762 New
CP
939
Cumberland Partners
Ontario, Canada
$253K +$253K +761 New
NS
940
NBC Securities
Alabama
$252K -$26.2K -79 -9%
EFS
941
Essex Financial Services
Connecticut
$251K -$37.2K -112 -13%
DW30
942
Drucker Wealth 3.0
New Jersey
$250K +$250K +736 New
MCM
943
Maple Capital Management
Vermont
$250K -$116K -350 -32%
QPWM
944
Quadrant Private Wealth Management
Pennsylvania
$248K +$248K +746 New
BWP
945
BSW Wealth Partners
Colorado
$246K +$246K +739 New
PWMAG
946
Pinnacle Wealth Management Advisory Group
New Jersey
$245K +$245K +737 New
PCP
947
Proficio Capital Partners
Massachusetts
$243K +$243K +730 New
CSB
948
City State Bank
Iowa
$242K – – –
PCA
949
Pallas Capital Advisors
Massachusetts
$242K -$55.8K -168 -19%
CT
950
Colonial Trust
South Carolina
$242K -$62K -191 -20%
36 37
38
39 40