ROK icon

Rockwell Automation

1,273 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 435 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 435

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,273
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
HPC
651
HM Payson & Co
Maine
$724K
FLPIM
652
F.L. Putnam Investment Management
Massachusetts
$723K
IIC
653
Integrated Investment Consultants
Michigan
$722K
FCBT
654
First Citizens Bank & Trust
North Carolina
$721K
ACM
655
Advisors Capital Management
New Jersey
$721K
KWM
656
Kingsview Wealth Management
Oregon
$716K
GTAM
657
Global Trust Asset Management
Florida
$713K
IAS
658
Insigneo Advisory Services
Florida
$712K
LI
659
LRI Investments
Florida
$701K
AWM
660
AE Wealth Management
Kansas
$693K
AA
661
Argent Advisors
Louisiana
$693K
CG
662
Caprock Group
Idaho
$689K
LAM
663
LECAP Asset Management
United Kingdom
$681K
BC
664
Bayforest Capital
United Kingdom
$681K
HIMS
665
Hager Investment Management Services
New Hampshire
$670K
SAM
666
Smartleaf Asset Management
Massachusetts
$669K
QCG
667
Quadrant Capital Group
Ohio
$667K
SCP
668
Sender Company & Partners
New York
$664K
TM
669
TigerOak Management
New Mexico
$659K
PHIC
670
Pine Haven Investment Counsel
Massachusetts
$658K
GC
671
Grimes & Company
Massachusetts
$657K
BP
672
Ballentine Partners
Massachusetts
$650K
MIM
673
MTM Investment Management
South Carolina
$649K
GCM
674
Graham Capital Management
Connecticut
$648K
PF
675
Phoenix Financial
Israel
$644K