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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 %
Envestnet Portfolio Solutions
951
Envestnet Portfolio Solutions
Illinois
$242K -$49.5K -149 -17%
LIM
952
Leavell Investment Management
Alabama
$242K +$242K +728 New
VFG
953
Victory Financial Group
Texas
$240K +$240K +724 New
IIC
954
Ironwood Investment Counsel
Arizona
$240K +$240K +721 New
EBT
955
Enterprise Bank & Trust
Massachusetts
$239K +$239K +721 New
WTB
956
Washington Trust Bank
Washington
$238K +$238K +716 New
PSCM
957
Per Stirling Capital Management
Texas
$237K +$237K +713 New
CSP
958
Cary Street Partners
Virginia
$236K -$2.66K -8 -1%
SC
959
Sapient Capital
Indiana
$234K +$234K +705 New
CFG
960
Citizens Financial Group
Rhode Island
$234K +$234K +703 New
CA
961
CoreCap Advisors
Michigan
$234K +$87.4K +263 +60%
IPW
962
Impact Partnership Wealth
Georgia
$233K +$233K +702 New
SEIA
963
Signature Estate & Investment Advisors
California
$233K +$233K +701 New
PFA
964
Professional Financial Advisors
Nebraska
$233K +$233K +700 New
WCP
965
Welch Capital Partners
New York
$231K +$231K +696 New
SAW
966
Signal Advisors Wealth
Michigan
$231K -$52.5K -158 -19%
TNA
967
True North Advisors
Texas
$230K +$230K +691 New
AWM
968
Accel Wealth Management
Iowa
$229K +$229K +690 New
LWP
969
LeClair Wealth Partners
Ohio
$229K +$229K +688 New
RA
970
Ruggaard & Associates
Ohio
$228K +$228K +687 New
CIAS
971
Capital Investment Advisory Services
North Carolina
$227K +$227K +683 New
CBA
972
Coastal Bridge Advisors
Connecticut
$227K +$227K +682 New
SIA
973
Soltis Investment Advisors
Utah
$226K +$226K +680 New
CCA
974
Childress Capital Advisors
Texas
$226K +$226K +680 New
MOS
975
MGO One Seven
Ohio
$226K +$226K +679 New
37 38
39
40 41