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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 %
RL
1101
Rogco LP
Oklahoma
$46.2K -$16.6K -50 -26%
DWS
1102
Dynamic Wealth Strategies
California
$45.8K +$45.8K +138 New
GM
1103
GeoWealth Management
Illinois
$44.5K +$2.33K +7 +6%
FWA
1104
Flagship Wealth Advisors
Massachusetts
$44.2K – – –
SIS
1105
Strategic Investment Solutions
Illinois
$42.9K – – –
PAM
1106
Parvin Asset Management
South Dakota
$41.5K – – –
DMBA
1107
Deseret Mutual Benefit Administrators
Utah
$41.5K – – –
IAS
1108
IMA Advisory Services
Colorado
$41.5K +$332 +1 +0.8%
IWP
1109
IAG Wealth Partners
Wisconsin
$41.2K – – –
TFG
1110
Team Financial Group
California
$40.3K +$40.3K +121 New
FGC
1111
Financial Gravity Companies
Texas
$39.9K +$39.9K +120 New
M
1112
MOTCO
Texas
$39.4K -$24.6K -70 -38%
LFA
1113
Legend Financial Advisors
Pennsylvania
$38.9K +$38.9K +117 New
SS
1114
SBI Securities
Japan
$38.5K +$12.6K +38 +49%
CW
1115
Cooksen Wealth
Texas
$37.9K -$5.32K -16 -12%
FP
1116
Financial Perspectives
Minnesota
$37.2K – – –
CIAM
1117
Caitong International Asset Management
Hong Kong
$34.2K -$266K -800 -89%
KOCAA
1118
Knights of Columbus Asset Advisors
Connecticut
$33.2K – – –
CNBTD
1119
Citizens National Bank Trust Department
Mississippi
$33.2K – – –
RC
1120
Rexford Capital
Texas
$33.2K +$33.2K +100 New
TFGT
1121
TS Financial Group (TSFG)
Illinois
$33K -$30K -91 -48%
FUBT
1122
First United Bank & Trust
Maryland
$31.9K – – –
FHA
1123
First Horizon Advisors
Tennessee
$31.2K – – –
GBT
1124
Grove Bank & Trust
Florida
$31.2K +$3.32K +10 +12%
CB
1125
Community Bank
New York
$29.9K -$3.32K -10 -10%
43 44
45
46 47