ROK icon

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 %
FFM
1001
Flagstone Financial Management
Nebraska
$210K +$210K +631 New
WTC
1002
WhitTier Trust Company
Nevada
$210K – – –
BIAS
1003
Beacon Investment Advisory Services
New Jersey
$209K +$209K +630 New
CTC
1004
Central Trust Company
Missouri
$209K -$4.65K -14 -2%
NAS
1005
NWF Advisory Services
California
$208K +$208K +627 New
CIC
1006
Crawford Investment Counsel
Georgia
$208K +$208K +627 New
CCFM
1007
Clear Creek Financial Management
Washington
$208K +$208K +625 New
VWA
1008
VSM Wealth Advisory
Maryland
$207K – – –
AAP
1009
Arax Advisory Partners
Colorado
$207K +$43.9K +99 +27%
AAG
1010
Armstrong Advisory Group
Massachusetts
$206K +$5.65K +17 +3%
CCIA
1011
Cherry Creek Investment Advisors
Colorado
$206K +$206K +621 New
PFBT
1012
Parkside Financial Bank & Trust
Missouri
$206K -$18.9K -57 -8%
GCL
1013
Gouws Capital LLC
North Carolina
$206K +$206K +619 New
SFO
1014
Stokes Family Office
Louisiana
$205K +$205K +618 New
PCM
1015
Penserra Capital Management
California
$205K +$22.1K +67 +12%
CAM
1016
Cidel Asset Management
Ontario, Canada
$204K +$204K +613 New
TCWA
1017
Turtle Creek Wealth Advisors
Texas
$203K +$203K +611 New
UAS
1018
United Asset Strategies
New York
$202K +$202K +609 New
BCG
1019
Breakwater Capital Group
New Jersey
$202K +$202K +609 New
VFA
1020
Values First Advisors
Tennessee
$202K +$202K +609 New
HDIM
1021
Hanson & Doremus Investment Management
Vermont
$202K – – –
FMTC
1022
Farmers & Merchants Trust Company
California
$202K +$202K +608 New
CFP
1023
Catalyst Financial Partners
Massachusetts
$202K +$202K +607 New
CWM
1024
Centric Wealth Management
Illinois
$201K +$201K +602 New
SS
1025
Sunbelt Securities
Texas
$199K +$86.1K +301 +76%
39 40
41
42 43