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
HKAM
501
Horizon Kinetics Asset Management
New York
$1.58M
PFS
502
Prospera Financial Services
Texas
$1.58M
IGAM
503
iA Global Asset Management
Quebec, Canada
$1.57M
AWM
504
Axxcess Wealth Management
California
$1.57M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
505
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M
MC
506
Machina Capital
France
$1.55M
CL
507
Choreo LLC
Illinois
$1.54M
PIM
508
Penobscot Investment Management
Massachusetts
$1.54M
APP
509
Avantax Planning Partners
Iowa
$1.54M
HWM
510
HB Wealth Management
Georgia
$1.53M
CC
511
Courier Capital
New York
$1.53M
BAM
512
Beaumont Asset Management
Texas
$1.51M
QT
513
Quantbot Technologies
New York
$1.5M
APIM
514
Agate Pass Investment Management
Washington
$1.5M
EW
515
Evoke Wealth
California
$1.49M
IWM
516
IHT Wealth Management
Illinois
$1.48M
CF
517
Centaurus Financial
California
$1.48M
CCP
518
Carmel Capital Partners
California
$1.44M
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$1.44M
AAP
520
Arax Advisory Partners
Colorado
$1.43M
EF
521
Empirical Finance
Pennsylvania
$1.43M
UCFA
522
United Capital Financial Advisors
Texas
$1.43M
OAC
523
OMERS Administration Corp
Ontario, Canada
$1.43M
MFS
524
Mattson Financial Services
Michigan
$1.42M
AC
525
Allstate Corporation
Illinois
$1.41M