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
SLC
901
Second Line Capital
Louisiana
$320K
HI
902
Hudock Inc
Pennsylvania
$320K
ICP
903
Impact Capital Partners
Colorado
$319K
GIA
904
Gladstone Institutional Advisory
Florida
$319K
SMG
905
Smart Money Group
Texas
$318K
BWP
906
BSW Wealth Partners
Colorado
$316K
ANBT
907
American National Bank & Trust
Texas
$315K
FFA
908
Fragasso Financial Advisors
Pennsylvania
$315K
FG
909
Foster Group
Iowa
$315K
PHWM
910
Pine Harbor Wealth Management
Maryland
$315K
MWM
911
Modera Wealth Management
New Jersey
$313K
SWM
912
SeaCrest Wealth Management
New York
$312K
PMG
913
Private Management Group
California
$311K
PFM
914
Patton Fund Management
Texas
$310K
TWM
915
Tradition Wealth Management
Minnesota
$309K
PP
916
PDS Planning
Ohio
$309K
IPW
917
Impact Partnership Wealth
Georgia
$307K
Financial Engines Advisors
918
Financial Engines Advisors
California
$305K
SEEDPG
919
S.E.E.D. Planning Group
New York
$303K
FBFS
920
First Business Financial Services
Wisconsin
$303K
KFI
921
Key Financial Inc
Pennsylvania
$303K
EFL
922
ERn Financial LLC
Wisconsin
$301K
P
923
Pitcairn
Pennsylvania
$300K
OMC
924
Old Mission Capital
Illinois
$299K
KV
925
Kickstand Ventures
New York
$298K