ROK icon

Rockwell Automation

1,285 hedge funds and large institutions have $32.1B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
BP
426
BNP Paribas
France
$2.41M
KPPF
427
Klein Pavlis & Peasley Financial
California
$2.41M
VWM
428
VCI Wealth Management
Missouri
$2.41M
ACA
429
Aptus Capital Advisors
Alabama
$2.4M
RP
430
Riverbridge Partners
Minnesota
$2.38M
CA
431
Cornerstone Advisors
North Carolina
$2.38M
BHC
432
Bowen Hanes & Co
Florida
$2.35M
DT
433
Diversified Trust
Tennessee
$2.32M
SF
434
Summit Financial
New Jersey
$2.31M
MGIA
435
Moneta Group Investment Advisors
Missouri
$2.3M
HIMCH
436
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M
VA
437
Vident Advisory
Georgia
$2.3M
CCS
438
Concentric Capital Strategies
Connecticut
$2.29M
Impax Asset Management Group
439
Impax Asset Management Group
United Kingdom
$2.27M
BA
440
Bellwether Advisors
Nebraska
$2.24M
Two Sigma Advisers
441
Two Sigma Advisers
New York
$2.24M
CIBC Private Wealth Group
442
CIBC Private Wealth Group
Georgia
$2.17M
RCYC
443
Richard C. Young & Co
Rhode Island
$2.17M
TIAA Trust, National Association
444
TIAA Trust, National Association
North Carolina
$2.16M
WF
445
WoodTrust Financial
Wisconsin
$2.16M
AF
446
Allworth Financial
California
$2.15M
ATC
447
Argent Trust Co
Tennessee
$2.1M
SFA
448
Sequoia Financial Advisors
Ohio
$2.1M
SC
449
Savant Capital
Illinois
$2.09M
VVP
450
Venture Visionary Partners
Ohio
$2.08M