ROK icon

Rockwell Automation

1,158 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 391 increasing their positions, 424 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-44
Holders Change %
-3.66%
% of All Funds
15.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
121
Increased
391
Reduced
424
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Shares
Change %
BB
601
Burford Brothers
Texas
$603K +$153K +593 +34%
IAS
602
Insigneo Advisory Services
Florida
$602K -$17.1K -66 -3%
OCM
603
One Capital Management
California
$598K +$598K +2,315 New
MAS
604
Meeder Advisory Services
Ohio
$598K -$35.4K -137 -6%
ITFISA
605
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$597K -$87.8K -340 -13%
VI
606
Vestcor Inc
New Brunswick, Canada
$595K +$96.3K +373 +19%
FFA
607
Farther Finance Advisors
California
$593K +$327K +1,262 +123%
EWM
608
Evermay Wealth Management
Virginia
$590K -$31.3K -121 -5%
MA
609
Mutual Advisors
Nebraska
$588K +$52.7K +212 +10%
MA
610
MCF Advisors
Kentucky
$587K -$15.8K -61 -3%
MAM
611
Mystic Asset Management
Rhode Island
$576K
FRM
612
Fox Run Management
Connecticut
$574K +$574K +2,222 New
HPC
613
HM Payson & Co
Maine
$574K -$38.8K -150 -6%
MWM
614
Moran Wealth Management
Florida
$573K -$49.6K -192 -8%
HFS
615
Hoge Financial Services
Pennsylvania
$569K -$3.36K -13 -0.6%
CAS
616
Coppell Advisory Solutions
Texas
$569K +$743 +3 +0.1%
EPIM
617
Evelyn Partners Investment Management
$569K +$569K +737 New
FCBT
618
First Citizens Bank & Trust
North Carolina
$568K +$13.2K +51 +2%
WA
619
Waverly Advisors
Alabama
$562K -$57.1K -221 -9%
PCP
620
Perbak Capital Partners
United Kingdom
$552K +$552K +2,136 New
SFS
621
Stiles Financial Services
Minnesota
$552K -$30.5K -118 -5%
SAM
622
Silvercrest Asset Management
New York
$551K +$551K +2,131 New
DA
623
Drake & Associates
Wisconsin
$551K +$2.58K +10 +0.5%
CFP
624
Cascade Financial Partners
California
$548K -$145K -560 -21%
GC
625
Grimes & Company
Massachusetts
$546K +$10.3K +40 +2%