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Rockwell Automation
ROK

Overview Fund Activity

1,158 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 391 increasing their positions, 424 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-44
Holders Change %
-3.66%
% of All Funds
15.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
121
Increased
391
Reduced
424
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M

Top Buyers

1
Holocene Advisors
Holocene Advisors
New York
$97.9M
2
GLA
Great Lakes Advisors
Illinois
$73.9M
3
Morgan Stanley
Morgan Stanley
New York
$664M
4
Fidelity International
Fidelity International
Bermuda
$132M
5
Raymond James Financial
Raymond James Financial
Florida
$92.3M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.52B
2
HL
Harding Loevner
New Jersey
$0
3
VOYA Investment Management
VOYA Investment Management
Georgia
$75.6M
4
Ninety One (UK)
Ninety One (UK)
United Kingdom
$21.3M
5
Amundi
Amundi
France
$372M
Name Holding Trade Value Shares
Change 		Shares
Change %
LFA
1276
Legend Financial Advisors
Pennsylvania
– -$37.2K -130 Closed
OC
1277
Oarsman Capital
Wisconsin
– -$34.3K -120 Closed
PFA
1278
Pathway Financial Advisers
Indiana
– -$26.3K -92 Closed
VWM
1279
Venturi Wealth Management
Texas
– -$20.3K -71 Closed
FFA
1280
Fairfield Financial Advisors
Massachusetts
– -$14.3K -50 Closed
MCM
1281
Mainstream Capital Management
California
– -$14.3K -50 Closed
EWP
1282
Elevation Wealth Partners
California
– -$11.4K -40 Closed
LDB
1283
Lee, Danner & Bass
Tennessee
– -$9.72K -34 Closed
ACM
1284
Anfield Capital Management
California
– -$6.29K -22 Closed
CTA
1285
Colonial Trust Advisors
South Carolina
– -$4.57K -16 Closed
HWA
1286
Heritage Wealth Advisors
Virginia
– -$4.29K -15 Closed
CJ
1287
Caitlin John
Michigan
– -$3.48K -12 Closed
CAM
1288
Creekmur Asset Management
Illinois
– -$3.14K -11 Closed
SGC
1289
Slocum, Gordon & Co
Rhode Island
– -$2.86K -10 Closed
DWA
1290
Delos Wealth Advisors
Texas
– -$2.86K -10 Closed
JFA
1291
JNBA Financial Advisors
Minnesota
– -$2.57K -9 Closed
MIA
1292
MeadowBrook Investment Advisors
Michigan
– -$2K -7 Closed
GA
1293
GoalVest Advisory
New York
– -$2K -7 Closed
DRP
1294
Decker Retirement Planning
Utah
– -$1.43K -5 Closed
RAM
1295
Riggs Asset Management
Pennsylvania
– -$1.43K -5 Closed
PPA
1296
Painted Porch Advisors
California
– -$1.14K -4 Closed
BFPW
1297
BOK Financial Private Wealth
Colorado
– -$858 -3 Closed
NFSG
1298
Newbridge Financial Services Group
Florida
– -$572 -2 Closed
SMAM
1299
Sugar Maple Asset Management
Wisconsin
– -$286 -1 Closed
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