ROK icon

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 %
PWA
1226
Physician Wealth Advisors
Utah
$2.33K +$2.33K +7 New
HCM
1227
Hollencrest Capital Management
California
$2.33K – – –
AIM
1228
Anchor Investment Management
South Carolina
$2.33K – – –
PC
1229
Promus Capital
Illinois
$2.33K – – –
TCA
1230
Trifecta Capital Advisors
Illinois
$1.99K – – –
BHWM
1231
Bay Harbor Wealth Management
Maryland
$1.99K +$997 +3 +100%
HWP
1232
Highline Wealth Partners
California
$1.66K -$664 -2 -29%
FW
1233
Fairway Wealth
Ohio
$1.66K – – –
CIA
1234
Cape Investment Advisory
Georgia
$1.66K – – –
KG
1235
Kilter Group
New York
$1.66K +$1.66K +5 New
DF
1236
DecisionPoint Financial
Arizona
$1.36K +$1.36K +4 New
NFSG
1237
Newbridge Financial Services Group
Florida
$1.33K +$1.33K +4 New
HFS
1238
Hughes Financial Services
Virginia
$1.32K -$1.97K -6 -60%
T
1239
TOBAM
France
$1K -$54.5K -218 -98%
WCM
1240
WealthTrak Capital Management
Virginia
$997 -$1.66K -5 -63%
HC
1241
Hara Capital
Washington
$997 – – –
PWM
1242
Parkworth Wealth Management
California
$997 +$332 +1 +50%
AWM
1243
Atticus Wealth Management
Florida
$997 +$997 +3 New
SRCM
1244
Signature Resources Capital Management
California
$997 +$997 +3 New
CTWM
1245
Cherry Tree Wealth Management
Minnesota
$665 – – –
ACA
1246
American Capital Advisory
Idaho
$665 +$333 +1 +100%
SC
1247
Stephens Consulting
Michigan
$665 +$665 +2 New
PWA
1248
Principia Wealth Advisory
Texas
$664 -$664 -2 -50%
AP
1249
Aspect Partners
Virginia
$664 – – –
CMA
1250
Cedar Mountain Advisors
Oregon
$338 – – –
48 49
50
51 52