ROK icon

Rockwell Automation

1,158 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 391 increasing their positions, 424 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-44
Holders Change %
-3.66%
% of All Funds
15.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
121
Increased
391
Reduced
424
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Shares
Change %
CI
926
CX Institutional
Indiana
$161K +$161K +625 New
HDIM
927
Hanson & Doremus Investment Management
Vermont
$157K -$9.81K -38 -6%
EWA
928
EverSource Wealth Advisors
Alabama
$157K +$9.3K +36 +6%
BGA
929
Battery Global Advisors
Massachusetts
$155K
NB
930
NBT Bank
New York
$154K -$11.1K -43 -7%
BBHC
931
Brown Brothers Harriman & Co
New York
$152K +$12.4K +48 +9%
SFCL
932
Strengthening Families & Communities LLC
Massachusetts
$150K -$69.1K -251 -32%
BC
933
Bayforest Capital
United Kingdom
$147K +$147K +569 New
CAWM
934
Capital A Wealth Management
Pennsylvania
$143K +$50.1K +194 +54%
PCM
935
Penserra Capital Management
California
$142K -$67.4K -263 -32%
RIL
936
Rothschild Investment LLC
Illinois
$141K -$1.03K -4 -0.7%
BDL
937
Banque de Luxembourg
Luxembourg
$141K
TFM
938
TFC Financial Management
Massachusetts
$141K +$258 +1 +0.2%
TF
939
Tompkins Financial
New York
$140K
ST
940
Smithfield Trust
Pennsylvania
$138K
CHC
941
City Holding Co
West Virginia
$134K
CT
942
Coastline Trust
Rhode Island
$129K
VNA
943
Valley National Advisers
Pennsylvania
$119K +$258 +1 +0.2%
WBC
944
Westpac Banking Corp
Australia
$117K -$2.07K -8 -2%
STB
945
S&T Bank
Pennsylvania
$116K
CA
946
CoreCap Advisors
Michigan
$114K -$13.7K -53 -11%
BCMLT
947
Beacon Capital Management LLC (Tennessee)
Tennessee
$112K +$517 +2 +0.5%
SIS
948
Sound Income Strategies
Florida
$107K +$107K +414 New
AGWCA
949
Annis Gardner Whiting Capital Advisors
Florida
$106K -$1.55K -6 -1%
TIM
950
Thompson Investment Management
Wisconsin
$103K