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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 122 funds opening new positions, 391 increasing their positions, 423 reducing their positions, and 142 closing their positions.

Holders
1,158
Holders Change
-43
Holders Change %
-3.58%
% 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
122
Increased
391
Reduced
423
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M

Top Buyers

1
Holocene Advisors
1
Holocene Advisors
New York
$97.9M
2
GLA
2
Great Lakes Advisors
Illinois
$73.9M
3
Morgan Stanley
3
Morgan Stanley
New York
$664M
4
Fidelity International
4
Fidelity International
Bermuda
$132M
5
NL
5
Nuveen LLC
North Carolina
$63.6M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$1.52B
2
Norges Bank
2
Norges Bank
Norway
$0
3
HL
3
Harding Loevner
New Jersey
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$75.6M
5
Ninety One (UK)
5
Ninety One (UK)
United Kingdom
$21.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$3.58B 13,850,958 -25,572 -0.2%
BlackRock
2
BlackRock
New York
$2.27B 8,792,162 +163,141 +2%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.52B 5,870,331 -1,244,949 -17%
State Street
4
State Street
Massachusetts
$1.23B 4,744,927 +20,884 +0.4%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$728M 2,826,323 +91,893 +3%
Morgan Stanley
6
Morgan Stanley
New York
$664M 2,570,186 +283,861 +12%
UBS Group
7
UBS Group
Switzerland
$619M 2,395,696 +113,799 +5%
Lazard Asset Management
8
Lazard Asset Management
New York
$563M 2,179,247 -274,359 -11%
Goldman Sachs
9
Goldman Sachs
New York
$470M 1,819,379 +191,370 +12%
Charles Schwab
10
Charles Schwab
California
$408M 1,579,956 +9,920 +0.6%
Bank of America
11
Bank of America
North Carolina
$380M 1,469,346 +156,392 +12%
Invesco
12
Invesco
Georgia
$374M 1,448,160 +30,837 +2%
Amundi
13
Amundi
France
$372M 1,549,415 -524,179 -25%
Northern Trust
14
Northern Trust
Illinois
$361M 1,396,303 +4,972 +0.4%
AllianceBernstein
15
AllianceBernstein
Tennessee
$302M 1,170,651 -117,080 -9%
UBS AM
16
UBS AM
Illinois
$302M 1,170,010 +11,849 +1%
ATO
17
Alecta Tjanstepension Omsesidigt
Sweden
$258M 1,000,575 -31,700 -3%
Sumitomo Mitsui Trust Group
18
Sumitomo Mitsui Trust Group
Japan
$257M 994,313 -13,896 -1%
Dimensional Fund Advisors
19
Dimensional Fund Advisors
Texas
$224M 867,586 +16,860 +2%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$202M 781,785 -52,837 -6%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$198M 765,160 -9,221 -1%
Fisher Asset Management
22
Fisher Asset Management
Washington
$191M 739,789 +49,860 +7%
Legal & General Group
23
Legal & General Group
United Kingdom
$184M 711,315 -1,967 -0.3%
CIP
24
Champlain Investment Partners
Vermont
$172M 666,017 -188,655 -22%
Wellington Management Group
25
Wellington Management Group
Massachusetts
$171M 662,327 -13,160 -2%
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