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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 %
CIAS
1201
CBIZ Investment Advisory Services
Ohio
$4.65K +$3.32K +10 +250%
AWM
1202
Abound Wealth Management
Tennessee
$4.33K – – –
RI
1203
Ridgewood Investments
New Jersey
$4.15K – – –
HFS
1204
Hantz Financial Services
Michigan
$4K +$2.33K +7 +140%
S
1205
Sachetta
Massachusetts
$3.99K -$35.2K -106 -90%
AA
1206
Addison Advisors
Vermont
$3.99K +$3.99K +12 New
FG
1207
Fairman Group
Pennsylvania
$3.99K – – –
JGIA
1208
Jackson Grant Investment Advisers
Connecticut
$3.99K – – –
PWMG
1209
Private Wealth Management Group
New Jersey
$3.65K -$2.66K -8 -42%
TWD
1210
True Wealth Design
Ohio
$3.32K – – –
RF
1211
Rossby Financial
Florida
$3.32K – – –
TIM
1212
Tortoise Investment Management
New York
$3.32K +$1.33K +4 +67%
RS
1213
Rakuten Securities
Japan
$3.32K +$2.33K +7 +233%
DWA
1214
Delos Wealth Advisors
Texas
$3.32K +$3.32K +10 New
DF
1215
Dunhill Financial
United Kingdom
$3.29K -$7.32K -20 -69%
CPG
1216
Cornerstone Planning Group
New Jersey
$3.11K – – –
SC
1217
Sawyer & Company
Massachusetts
$3K +$3K +10 New
T
1218
Transce3nd
Texas
$2.99K – – –
CSC
1219
Caldwell Sutter Capital
California
$2.99K – – –
PA
1220
Pineridge Advisors
Missouri
$2.99K +$2.99K +9 New
CAC
1221
Core Alternative Capital
Georgia
$2.66K – – –
NWM
1222
Nova Wealth Management
Florida
$2.61K +$1.63K +5 +167%
SIC
1223
SJS Investment Consulting
Ohio
$2.33K -$1.66K -5 -42%
HWA
1224
HHM Wealth Advisors
Tennessee
$2.33K – – –
RWM
1225
Rialto Wealth Management
New York
$2.33K +$1.33K +4 +133%
47 48
49
50 51