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
WSC
876
Wellington Shields & Co
New York
$350K
EPIMS
877
Evelyn Partners Investment Management Services
$350K
FFS
878
Founders Financial Securities
Maryland
$350K
NL
879
NWAM LLC
Washington
$349K
LOPW
880
Live Oak Private Wealth
North Carolina
$349K
SMA
881
Seven Mile Advisory
New Jersey
$347K
FSA
882
Financial Security Advisor
Virginia
$347K
EB
883
Eastern Bank
Massachusetts
$346K
AFG
884
ABLE Financial Group
Arizona
$346K
TL
885
Tradewinds LLC
North Carolina
$345K
DA
886
Dillon & Associates
Michigan
$344K
CWM
887
Calamos Wealth Management
Illinois
$343K
PWW
888
Pettyjohn Wood & White
Virginia
$343K
EWA
889
EverSource Wealth Advisors
Alabama
$339K
PS
890
Principal Securities
Iowa
$335K
N
891
Numerai
California
$332K
FPCP
892
Fort Point Capital Partners
California
$329K
CAG
893
Crestwood Advisors Group
Massachusetts
$328K
WP
894
WealthPLAN Partners
Nebraska
$326K
OF
895
Optimize Financial
California
$326K
PWP
896
Phillips Wealth Planners
Mississippi
$324K
CCC
897
Chelsea Counsel Company
California
$322K
CFG
898
Citizens Financial Group
Rhode Island
$321K
BCIM
899
Bishop & Co Investment Management
Pennsylvania
$321K
CI
900
Conning Inc
Connecticut
$321K