ROK icon

Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

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

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CG
476
Caprock Group
Idaho
$2.3M
VRM
477
Vectors Research Management
New York
$2.29M
BEI
478
Benjamin Edwards Inc
Missouri
$2.27M
SAM
479
Summit Asset Management
Tennessee
$2.23M
ATC
480
Argent Trust Co
Tennessee
$2.23M
BHC
481
Bowen Hanes & Co
Florida
$2.23M
LSERS
482
Louisiana State Employees Retirement System
Louisiana
$2.22M
AW
483
Alaethes Wealth
Nevada
$2.21M
AC
484
Addison Capital
Pennsylvania
$2.2M
MSRPS
485
Maryland State Retirement & Pension System
Maryland
$2.2M
ZIM
486
Zacks Investment Management
Illinois
$2.19M
TAI
487
Terra Alpha Investments
District of Columbia
$2.18M
DR
488
Davis Rea
Ontario, Canada
$2.18M
GIBU
489
Gulf International Bank (UK)
United Kingdom
$2.16M
MWM
490
Maridea Wealth Management
New York
$2.15M
PAS
491
Park Avenue Securities
New York
$2.13M
JAG
492
Journey Advisory Group
Kentucky
$2.12M
IIM
493
INTECH Investment Management
Florida
$2.1M
CCM
494
Cinctive Capital Management
New York
$2.09M
CFB
495
Cullen/Frost Bankers
Texas
$2.08M
ACP
496
Aviance Capital Partners
Florida
$2.08M
NMERB
497
New Mexico Educational Retirement Board
New Mexico
$2.01M
CAG
498
Cypress Advisory Group
Arizona
$2.01M
CPCPP
499
Canada Post Corporation Pension Plan
Canada
$1.96M
ALMGDA
500
AG2R La Mondiale Gestion d'Actifs
France
$1.95M