ROK icon

Rockwell Automation

1,272 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 434 reducing their positions, and 88 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$306M
Puts
$198M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WCM
326
Whitener Capital Management
North Carolina
$5.22M
SBFM
327
S-Bank Fund Management
Finland
$5.2M
NS
328
Night Squared
New York
$5.2M
EP
329
Edgestream Partners
New Jersey
$5.15M
ECM
330
Eisler Capital Management
United Kingdom
$5.14M
SF
331
Synovus Financial
Georgia
$5.13M
AUB
332
Atlantic Union Bankshares
Virginia
$5.12M
HHAM
333
HITE Hedge Asset Management
Massachusetts
$5.11M
IG
334
ING Group
Netherlands
$5.08M
BCI
335
Brinker Capital Investments
Pennsylvania
$4.99M
AWP
336
Ascent Wealth Partners
New York
$4.95M
BFA
337
Bill Few Associates
Pennsylvania
$4.9M
Bank of Nova Scotia
338
Bank of Nova Scotia
Ontario, Canada
$4.84M
AIM
339
AXA Investment Managers
France
$4.71M
YCM
340
Yousif Capital Management
Michigan
$4.63M
GIM
341
Glenmede Investment Management
Pennsylvania
$4.62M
BFIM
342
Beese Fulmer Investment Management
Ohio
$4.59M
RWA
343
Roberts Wealth Advisors
California
$4.57M
DK
344
DJE Kapital
Germany
$4.52M
Focus Partners Wealth
345
Focus Partners Wealth
Massachusetts
$4.48M
OPERF
346
Oregon Public Employees Retirement Fund
Oregon
$4.46M
AWM
347
Apollon Wealth Management
South Carolina
$4.45M
CCIA
348
Campbell & Co Investment Adviser
Maryland
$4.43M
M&T Bank
349
M&T Bank
New York
$4.4M
Mackenzie Financial
350
Mackenzie Financial
Ontario, Canada
$4.4M