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Rockwell Automation
ROK

Overview Fund Activity

1,253 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 190 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,253
Holders Change
+95
Holders Change %
+8.2%
% 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
190
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
$342M
2
Holocene Advisors
Holocene Advisors
New York
$288M
3
Robeco Institutional Asset Management
Robeco Institutional Asset Management
Netherlands
$133M
4
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
$118M
5
Marshall Wace
Marshall Wace
United Kingdom
$143M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.66B
2
Amundi
Amundi
France
$372M
3
Pictet Asset Management
Pictet Asset Management
Switzerland
$30.4M
4
Invesco
Invesco
Georgia
$366M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$31.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
1201
Abound Wealth Management
Tennessee
$4.33K – – –
RI
1202
Ridgewood Investments
New Jersey
$4.15K – – –
HFS
1203
Hantz Financial Services
Michigan
$4K +$2.33K +7 +140%
S
1204
Sachetta
Massachusetts
$3.99K -$35.2K -106 -90%
AA
1205
Addison Advisors
Vermont
$3.99K +$3.99K +12 New
JGIA
1206
Jackson Grant Investment Advisers
Connecticut
$3.99K – – –
FG
1207
Fairman Group
Pennsylvania
$3.99K – – –
PWMG
1208
Private Wealth Management Group
New Jersey
$3.65K -$2.66K -8 -42%
TWD
1209
True Wealth Design
Ohio
$3.32K – – –
RF
1210
Rossby Financial
Florida
$3.32K – – –
TIM
1211
Tortoise Investment Management
New York
$3.32K +$1.33K +4 +67%
RS
1212
Rakuten Securities
Japan
$3.32K +$2.33K +7 +233%
DWA
1213
Delos Wealth Advisors
Texas
$3.32K +$3.32K +10 New
DF
1214
Dunhill Financial
United Kingdom
$3.29K -$7.32K -20 -69%
CPG
1215
Cornerstone Planning Group
New Jersey
$3.11K – – –
SC
1216
Sawyer & Company
Massachusetts
$3K +$3K +10 New
T
1217
Transce3nd
Texas
$2.99K – – –
CSC
1218
Caldwell Sutter Capital
California
$2.99K – – –
PA
1219
Pineridge Advisors
Missouri
$2.99K +$2.99K +9 New
CAC
1220
Core Alternative Capital
Georgia
$2.66K – – –
NWM
1221
Nova Wealth Management
Florida
$2.61K +$1.63K +5 +167%
SIC
1222
SJS Investment Consulting
Ohio
$2.33K -$1.66K -5 -42%
HWA
1223
HHM Wealth Advisors
Tennessee
$2.33K – – –
RWM
1224
Rialto Wealth Management
New York
$2.33K +$1.33K +4 +133%
PWA
1225
Physician Wealth Advisors
Utah
$2.33K +$2.33K +7 New
47 48
49
50 51