ROK icon

Rockwell Automation

1,202 hedge funds and large institutions have $27.9B invested in Rockwell Automation in 2024 Q4 according to their latest regulatory filings, with 179 funds opening new positions, 415 increasing their positions, 372 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,202
Holders Change
+53
Holders Change %
+4.61%
% of All Funds
16.01%
Holding in Top 10
8
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+100%
% of All Funds
0.11%
New
179
Increased
415
Reduced
372
Closed
105
Calls
$171M
Puts
$143M
Net Calls
+$27.8M
Net Calls Change
+$27.4M
Name Holding Trade Value Shares
Change
Shares
Change %
FG
901
Foster Group
Iowa
$240K -$286 -1 -0.1%
AWAG
902
ARS Wealth Advisors Group
Florida
$237K +$237K +830 New
FWM
903
Foguth Wealth Management
Michigan
$236K -$3.75K -13 -2%
LFG
904
Larson Financial Group
Missouri
$235K +$63.7K +223 +37%
EGA
905
Eagle Global Advisors
Texas
$235K
IPW
906
Impact Partnership Wealth
Georgia
$233K +$233K +816 New
PCM
907
Penserra Capital Management
California
$232K +$77K +271 +50%
RSWM
908
Robertson Stephens Wealth Management
California
$231K -$23.7K -83 -9%
FMLI
909
Fukoku Mutual Life Insurance
Japan
$230K
AO
910
Advisor OS
Illinois
$230K +$230K +803 New
ACM
911
Advance Capital Management
Michigan
$229K -$857 -3 -0.4%
CNC
912
Citizens & Northern Corp
Pennsylvania
$229K
WTFG
913
Wells Trecaso Financial Group
Ohio
$229K
RWP
914
Revolve Wealth Partners
New Jersey
$229K +$286 +1 +0.1%
SFCL
915
Strengthening Families & Communities LLC
Massachusetts
$227K -$689K -2,414 -75%
CCG
916
Catalina Capital Group
California
$227K +$1.72K +6 +0.8%
CCT
917
Chemung Canal Trust
New York
$225K -$22.6K -79 -9%
BB
918
Busey Bank
Illinois
$225K +$1.14K +4 +0.5%
Empower Advisory Group
919
Empower Advisory Group
Colorado
$224K -$46.6K -163 -17%
IWA
920
Icon Wealth Advisors
Texas
$224K -$286 -1 -0.1%
PAM
921
Panagora Asset Management
Massachusetts
$223K
SC
922
Sapient Capital
Indiana
$223K -$286 -1 -0.1%
DG
923
DMC Group
Alabama
$222K +$222K +776 New
LIM
924
Leavell Investment Management
Alabama
$221K
FFM
925
Forum Financial Management
Illinois
$220K +$220K +771 New