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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 %
MAM
976
Milestone Asset Management
Pennsylvania
$223K +$223K +671 New
CFG
977
Carr Financial Group
Massachusetts
$223K +$223K +672 New
BFS
978
Bradley Foster & Sargent
Connecticut
$223K +$223K +671 New
FWM
979
Foguth Wealth Management
Michigan
$223K -$38.2K -115 -15%
JWA
980
JFS Wealth Advisors
Pennsylvania
$223K -$10.6K -32 -5%
SL
981
Sentinus LLC
Illinois
$222K +$222K +668 New
WG
982
Winton Group
United Kingdom
$222K -$911K -2,744 -80%
CNC
983
Citizens & Northern Corp
Pennsylvania
$221K +$221K +666 New
TIA
984
Trust Investment Advisors
Indiana
$221K +$221K +664 New
LS
985
Livforsakringsbolaget Skandia
Sweden
$220K – – –
AWM
986
Aries Wealth Management
Maine
$219K +$219K +660 New
VPF
987
Vantage Point Financial
Illinois
$218K +$218K +655 New
PWP
988
Phillips Wealth Planners
Mississippi
$216K +$216K +639 New
BBHC
989
Brown Brothers Harriman & Co
New York
$216K +$19.9K +60 +10%
SFCL
990
Strengthening Families & Communities LLC
Massachusetts
$215K +$74.2K +287 +53%
IAA
991
Independent Advisor Alliance
North Carolina
$213K +$213K +641 New
ECM
992
Estabrook Capital Management
New York
$213K -$120K -360 -36%
SCM
993
Shelton Capital Management
Colorado
$212K +$212K +638 New
MG
994
Mather Group
Illinois
$211K -$102K -307 -33%
BHBT
995
Burke & Herbert Bank & Trust
Virginia
$211K +$211K +635 New
GWWM
996
Great Waters Wealth Management
Minnesota
$211K +$211K +634 New
TIA
997
Tiemann Investment Advisors
California
$210K +$210K +634 New
CCT
998
Chemung Canal Trust
New York
$210K +$210K +633 New
SVWAG
999
Sound View Wealth Advisors Group
Georgia
$210K -$63.8K -192 -23%
PCMC
1000
Paragon Capital Management (Colorado)
Colorado
$210K +$210K +632 New
38 39
40
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