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Rockwell Automation

1,267 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 384 increasing their positions, 470 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more call options, than puts

Call options by funds: $312M | Put options by funds: $122M

119% more first-time investments, than exits

New positions opened: 193 | Existing positions closed: 88

31% more capital invested

Capital invested by funds: $23.7B → $31.1B (+$7.41B)

8% more funds holding

Funds holding: 1,1701,267 (+97)

1.78% more ownership

Funds ownership: 81.38%83.16% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 384 | Existing positions reduced: 470

Holders
1,267
Holders Change
+97
Holders Change %
+8.29%
% of All Funds
16.68%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
193
Increased
384
Reduced
470
Closed
88
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.67B +$59.1M +207,448 +1%
BlackRock
2
BlackRock
New York
$2.9B -$16.6M -58,438 -0.7%
T. Rowe Price Associates
3
T. Rowe Price Associates
Maryland
$1.66B -$252M -885,166 -15%
State Street
4
State Street
Massachusetts
$1.58B +$1.62M +5,689 +0.1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$951M +$13.7M +48,105 +2%
UBS Group
6
UBS Group
Switzerland
$868M +$62.3M +218,584 +9%
Morgan Stanley
7
Morgan Stanley
New York
$849M -$3.68M -12,905 -0.5%
Lazard Asset Management
8
Lazard Asset Management
New York
$662M -$53.3M -187,227 -9%
Goldman Sachs
9
Goldman Sachs
New York
$660M +$48M +168,665 +9%
Charles Schwab
10
Charles Schwab
California
$524M -$368K -1,293 -0.1%
Northern Trust
11
Northern Trust
Illinois
$456M -$6.36M -22,331 -2%
UBS AM
12
UBS AM
Illinois
$432M +$37.4M +131,272 +11%
Bank of America
13
Bank of America
North Carolina
$416M -$61.7M -216,409 -15%
AllianceBernstein
14
AllianceBernstein
Tennessee
$385M -$2.96M -10,388 -0.9%
Amundi
15
Amundi
France
$372M -$132M -465,063 -30%
Norges Bank
16
Norges Bank
Norway
$369M +$42.8M +150,364 +16%
Invesco
17
Invesco
Georgia
$366M -$98.3M -345,009 -24%
Victory Capital Management
18
Victory Capital Management
Texas
$342M +$272M +955,514 +1,509%
Sumitomo Mitsui Trust Group
19
Sumitomo Mitsui Trust Group
Japan
$334M +$3.49M +12,262 +1%
ATO
20
Alecta Tjanstepension Omsesidigt
Sweden
$296M -$31.3M -109,700 -11%
Holocene Advisors
21
Holocene Advisors
New York
$288M +$139M +488,262 +129%
Dimensional Fund Advisors
22
Dimensional Fund Advisors
Texas
$281M -$6.11M -21,433 -2%
Fisher Asset Management
23
Fisher Asset Management
Washington
$263M +$15M +52,714 +7%
Mirae Asset Global ETFs Holdings
24
Mirae Asset Global ETFs Holdings
Hong Kong
$255M -$3.62M -12,713 -2%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$241M -$11.2M -39,468 -5%

ROK Hedge Fund Activity: Q2 2025 in Review

1,267 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2025, worth a combined $31.1B — up 31% from $23.7B a quarter earlier.

Buyers outnumbered sellers: 193 funds opened new ROK positions and 88 closed out — a net gain of 105 holders — while 384 added to existing stakes and 470 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $272M. The largest seller was T. Rowe Price Associates, cutting an estimated $252M.

  • 1,267 institutional investors held Rockwell Automation (ROK) as of Q2 2025, up from 1,170 in Q1 2025.
  • Funds reported $31.1B of Rockwell Automation stock for Q2 2025, up 31% quarter-over-quarter.
  • 193 funds opened new Rockwell Automation positions in Q2 2025 and 88 closed out, a net change of +105 holders.
  • The largest Rockwell Automation buyer in Q2 2025 was Victory Capital Management, an estimated $272M added.
  • The largest Rockwell Automation seller in Q2 2025 was T. Rowe Price Associates, an estimated $252M sold.

Based on aggregated 13F filings for Q2 2025.