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Rockwell Automation
ROK

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 9 → 11 (+2)

2% more funds holding

Funds holding: 1,267 → 1,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16% → 81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$366M
2
DZ Bank
DZ Bank
Germany
+$169M
3
JP Morgan Chase
JP Morgan Chase
New York
+$156M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$105M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$86.5M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$609M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$225M
3
UBS Group
UBS Group
Switzerland
-$222M
4
Lazard Asset Management
Lazard Asset Management
New York
-$199M
5
Marshall Wace
Marshall Wace
United Kingdom
-$122M
Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1001
Independent Advisor Alliance
North Carolina
$233K +$8.63K +25 +4%
LS
1002
Livforsakringsbolaget Skandia
Sweden
$232K – – –
AWM
1003
Aries Wealth Management
Maine
$231K – – –
AI
1004
Atom Investors
Texas
$230K -$4M -11,569 -95%
VPF
1005
Vantage Point Financial
Illinois
$229K +$345 +1 +0.2%
TCWA
1006
Turtle Creek Wealth Advisors
Texas
$228K +$14.5K +42 +7%
1C
1007
111 Capital
France
$228K -$315K -912 -58%
MG
1008
Mather Group
Illinois
$227K +$5.18K +15 +2%
BIAS
1009
Beacon Investment Advisory Services
New Jersey
$227K +$6.56K +19 +3%
PA
1010
PharVision Advisers
Florida
$226K -$66K -191 -23%
ECM
1011
Estabrook Capital Management
New York
$224K – – –
CWM
1012
Centric Wealth Management
Illinois
$224K +$1.73K +5 +0.8%
BHBT
1013
Burke & Herbert Bank & Trust
Virginia
$222K – – –
GWWM
1014
Great Waters Wealth Management
Minnesota
$222K – – –
TIA
1015
Tiemann Investment Advisors
California
$221K -$345 -1 -0.2%
FFM
1016
Flagstone Financial Management
Nebraska
$221K – – –
CTC
1017
Central Trust Company
Missouri
$220K – – –
JSW
1018
Journey Strategic Wealth
New Jersey
$219K +$217K +627 New
CIC
1019
Crawford Investment Counsel
Georgia
$219K – – –
PCM
1020
Penserra Capital Management
California
$219K +$2.42K +7 +1%
VWA
1021
VSM Wealth Advisory
Maryland
$218K – – –
VFG
1022
Victory Financial Group
Texas
$218K -$32.5K -94 -13%
NAS
1023
NWF Advisory Services
California
$218K -$1.38K -4 -0.6%
AAG
1024
Armstrong Advisory Group
Massachusetts
$217K – – –
SFO
1025
Stokes Family Office
Louisiana
$217K +$1.04K +3 +0.5%
39 40
41
42 43

ROK Hedge Fund Activity: Q3 2025 in Review

1,294 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q3 2025, worth a combined $32.2B — up 3.3% from $31.1B a quarter earlier.

Buyers outnumbered sellers: 133 funds opened new ROK positions and 87 closed out — a net gain of 46 holders — while 455 added to existing stakes and 437 trimmed.

The largest buyer was BlackRock, adding an estimated $366M. The largest seller was T. Rowe Price Associates, cutting an estimated $609M.

  • 1,294 institutional investors held Rockwell Automation (ROK) as of Q3 2025, up from 1,267 in Q2 2025.
  • Funds reported $32.2B of Rockwell Automation stock for Q3 2025, up 3.3% quarter-over-quarter.
  • 133 funds opened new Rockwell Automation positions in Q3 2025 and 87 closed out, a net change of +46 holders.
  • The largest Rockwell Automation buyer in Q3 2025 was BlackRock, an estimated $366M added.
  • The largest Rockwell Automation seller in Q3 2025 was T. Rowe Price Associates, an estimated $609M sold.

Based on aggregated 13F filings for Q3 2025.