ROK icon

Rockwell Automation

1,255 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 192 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,255
Holders Change
+97
Holders Change %
+8.38%
% of All Funds
16.82%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
192
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FA
776
Fiduciary Alliance
South Carolina
$421K +$126K +380 +43%
CFA
777
Cahill Financial Advisors
Minnesota
$419K
BIM
778
Bridges Investment Management
Nebraska
$417K -$2.33K -7 -0.6%
CA
779
Centerpoint Advisors
Massachusetts
$415K
1WM
780
1900 Wealth Management
Texas
$414K -$3.99K -12 -1%
CSIC
781
Clifford Swan Investment Counsel
California
$414K +$332 +1 +0.1%
AssetMark Inc
782
AssetMark Inc
California
$413K -$648K -1,952 -61%
SAM
783
Steinberg Asset Management
New York
$406K
NL
784
Navalign LLC
California
$405K -$164K -495 -29%
MS
785
Madden Securities
Texas
$404K
CWG
786
Cornerstone Wealth Group
North Carolina
$404K +$404K +1,215 New
BIG
787
Brooklyn Investment Group
New York
$403K +$14.9K +45 +4%
BTI
788
Blue Trust Inc
Georgia
$403K +$3.99K +12 +1%
AC
789
Apella Capital
Connecticut
$400K +$74.6K +220 +23%
TWP
790
Tyche Wealth Partners
Texas
$399K
MFS
791
Mattson Financial Services
Michigan
$399K
OFS
792
Orrstown Financial Services
Pennsylvania
$399K
CWS
793
Confluence Wealth Services
Pennsylvania
$394K
SIAG
794
Safeguard Investment Advisory Group
California
$394K +$1.33K +4 +0.3%
MA
795
MCF Advisors
Kentucky
$391K -$364K -1,095 -48%
HCP
796
Hardin Capital Partners
South Carolina
$389K -$6.77K -20 -2%
FTWA
797
Fifth Third Wealth Advisors
Ohio
$389K -$45.8K -138 -11%
RSWM
798
Robertson Stephens Wealth Management
California
$389K +$389K +1,170 New
CAI
799
Capital Advisors Inc
Oklahoma
$388K -$3.65K -11 -0.9%
FCT
800
First Community Trust
Iowa
$388K