ROK icon

Rockwell Automation

1,259 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 379 increasing their positions, 469 reducing their positions, and 84 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.68% more ownership

Funds ownership: 80.32%83% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 469

Holders
1,259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$122M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CI
726
Corient IA
Florida
$498K
AWM
727
Axxcess Wealth Management
California
$496K
GI
728
GLOBALT Investments
Georgia
$495K
TWM
729
Trueblood Wealth Management
Ohio
$495K
CW
730
CreativeOne Wealth
Kansas
$494K
AAS
731
Annex Advisory Services
Wisconsin
$491K
CSA
732
Cottage Street Advisors
Massachusetts
$489K
HI
733
Harbour Investments
Wisconsin
$489K
CT
734
Clearstead Trust
Maine
$488K
EP
735
Edgestream Partners
New Jersey
$486K
NPT
736
Nixon Peabody Trust
Massachusetts
$485K
IA
737
IFP Advisors
Florida
$476K
GI
738
Gradient Investments
Minnesota
$475K
PMSA
739
Patrick M. Sweeney & Associates
Illinois
$474K
PWP
740
Parkwoods Wealth Partners
New York
$474K
FFP
741
FourThought Financial Partners
Florida
$472K
NFG
742
Nations Financial Group
Iowa
$471K
NRWA
743
North Ridge Wealth Advisors
Oregon
$468K
SW
744
SVB Wealth
Massachusetts
$468K
PA
745
Parallel Advisors
California
$466K
CCA
746
Checchi Capital Advisers
California
$465K
CAM
747
Costello Asset Management
Pennsylvania
$465K
BJL
748
Brighton Jones LLC
Washington
$461K
AC
749
AlphaCore Capital
California
$459K
JIC
750
Johnson Investment Counsel
Ohio
$459K