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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 %
PC
1226
Promus Capital
Illinois
$2.33K – – –
AIM
1227
Anchor Investment Management
South Carolina
$2.33K – – –
HCM
1228
Hollencrest Capital Management
California
$2.33K – – –
TCA
1229
Trifecta Capital Advisors
Illinois
$1.99K – – –
BHWM
1230
Bay Harbor Wealth Management
Maryland
$1.99K +$997 +3 +100%
HWP
1231
Highline Wealth Partners
California
$1.66K -$664 -2 -29%
CIA
1232
Cape Investment Advisory
Georgia
$1.66K – – –
FW
1233
Fairway Wealth
Ohio
$1.66K – – –
KG
1234
Kilter Group
New York
$1.66K +$1.66K +5 New
DF
1235
DecisionPoint Financial
Arizona
$1.36K +$1.36K +4 New
NFSG
1236
Newbridge Financial Services Group
Florida
$1.33K +$1.33K +4 New
HFS
1237
Hughes Financial Services
Virginia
$1.32K -$1.97K -6 -60%
T
1238
TOBAM
France
$1K -$54.5K -218 -98%
WCM
1239
WealthTrak Capital Management
Virginia
$997 -$1.66K -5 -63%
HC
1240
Hara Capital
Washington
$997 – – –
PWM
1241
Parkworth Wealth Management
California
$997 +$332 +1 +50%
AWM
1242
Atticus Wealth Management
Florida
$997 +$997 +3 New
SRCM
1243
Signature Resources Capital Management
California
$997 +$997 +3 New
CTWM
1244
Cherry Tree Wealth Management
Minnesota
$665 – – –
ACA
1245
American Capital Advisory
Idaho
$665 +$333 +1 +100%
SC
1246
Stephens Consulting
Michigan
$665 +$665 +2 New
PWA
1247
Principia Wealth Advisory
Texas
$664 -$664 -2 -50%
AP
1248
Aspect Partners
Virginia
$664 – – –
CMA
1249
Cedar Mountain Advisors
Oregon
$338 – – –
AT
1250
Arlington Trust
Alabama
$332 -$14.6K -44 -98%
48 49
50
51 52