ROK icon

Rockwell Automation

1,291 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, 453 increasing their positions, 437 reducing their positions, and 87 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
HAG
551
HighPoint Advisor Group
Illinois
$1.2M
PWAM
552
Private Wealth Asset Management
Iowa
$1.2M
WAS
553
WESPAC Advisors SoCal
California
$1.18M
HT
554
Heritage Trust
Oklahoma
$1.17M
CWM
555
Connecticut Wealth Management
Connecticut
$1.16M
BBVA
556
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M
RWP
557
RWA Wealth Partners
Massachusetts
$1.14M
RGC
558
Regents Gate Capital
United Kingdom
$1.14M
SA
559
Sovran Advisors
California
$1.13M
NW
560
NewEdge Wealth
Pennsylvania
$1.13M
TPW
561
Transatlantique Private Wealth
New York
$1.13M
EH
562
Equitable Holdings
New York
$1.13M
FFA
563
First Foundation Advisors
California
$1.11M
FCM
564
Fire Capital Management
California
$1.11M
AWF
565
Alpha Wealth Funds
Utah
$1.11M
GI
566
GAMMA Investing
California
$1.11M
TAM
567
Trillium Asset Management
Massachusetts
$1.1M
UCI
568
Uncommon Cents Investing
Wisconsin
$1.09M
MIP
569
Marietta Investment Partners
Wisconsin
$1.09M
WI
570
Wahed Invest
New York
$1.08M
SCM
571
Sandler Capital Management
New York
$1.08M
Carson Wealth (CWM LLC)
572
Carson Wealth (CWM LLC)
Nebraska
$1.07M
GRP
573
Global Retirement Partners
California
$1.07M
SCA
574
Stonebridge Capital Advisors
Minnesota
$1.06M
MSA
575
MUFG Securities Americas
New York
$1.06M