Rockwell Automation
1,170 hedge funds and large institutions have $23.7B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 118 funds opening new positions, 396 increasing their positions, 429 reducing their positions, and 143 closing their positions.
111% more call options, than puts
Call options by funds: $184M | Put options by funds: $87.3M
13% more funds holding in top 10
Funds holding in top 10: 8 → 9 (+1)
8% less repeat investments, than reductions
Existing positions increased: 396 | Existing positions reduced: 429
1.9% less ownership
Funds ownership: 83.28% → 81.38% (-1.9%)
4% less funds holding
Funds holding: 1,215 → 1,170 (-45)
15% less capital invested
Capital invested by funds: $28B → $23.7B (-$4.28B)
17% less first-time investments, than exits
New positions opened: 118 | Existing positions closed: 143
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Holocene Advisors
New York
|
+$105M |
| 2 |
GLA
Great Lakes Advisors
Chicago,
Illinois
|
+$79.8M |
| 3 |
Morgan Stanley
New York
|
+$79M |
| 4 |
Fidelity International
Hamilton,
Bermuda
|
+$68.8M |
| 5 |
Raymond James Financial
St Petersburg,
Florida
|
+$67.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$347M |
| 2 |
HL
Harding Loevner
Bridgewater,
New Jersey
|
-$179M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$179M |
| 4 |
Amundi
Paris,
France
|
-$146M |
| 5 |
Ninety One (UK)
London,
United Kingdom
|
-$137M |
ROK Hedge Fund Activity: Q1 2025 in Review
1,170 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2025, worth a combined $23.7B — down 15% from $28B a quarter earlier.
Sellers outnumbered buyers: 143 funds closed out of ROK and 118 opened new positions — a net loss of 25 holders — while 429 trimmed existing stakes and 396 added.
The largest buyer was Holocene Advisors, opening a new position worth an estimated $105M. The largest seller was T. Rowe Price Associates, cutting an estimated $347M.
- 1,170 institutional investors held Rockwell Automation (ROK) as of Q1 2025, down from 1,215 in Q4 2024.
- Funds reported $23.7B of Rockwell Automation stock for Q1 2025, down 15% quarter-over-quarter.
- 118 funds opened new Rockwell Automation positions in Q1 2025 and 143 closed out, a net change of -25 holders.
- The largest Rockwell Automation buyer in Q1 2025 was Holocene Advisors, an estimated $105M added.
- The largest Rockwell Automation seller in Q1 2025 was T. Rowe Price Associates, an estimated $347M sold.
Based on aggregated 13F filings for Q1 2025.