ROK icon

Rockwell Automation

1,285 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, 449 increasing their positions, 437 reducing their positions, and 88 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
VPF
1001
Vantage Point Financial
Illinois
$229K
TCWA
1002
Turtle Creek Wealth Advisors
Texas
$228K
1C
1003
111 Capital
France
$228K
MG
1004
Mather Group
Illinois
$227K
BIAS
1005
Beacon Investment Advisory Services
New Jersey
$227K
PA
1006
PharVision Advisers
Florida
$226K
ECM
1007
Estabrook Capital Management
New York
$224K
CWM
1008
Centric Wealth Management
Illinois
$224K
BHBT
1009
Burke & Herbert Bank & Trust
Virginia
$222K
GWWM
1010
Great Waters Wealth Management
Minnesota
$222K
TIA
1011
Tiemann Investment Advisors
California
$221K
FFM
1012
Flagstone Financial Management
Nebraska
$221K
CTC
1013
Central Trust Company
Missouri
$220K
JSW
1014
Journey Strategic Wealth
New Jersey
$219K
CIC
1015
Crawford Investment Counsel
Georgia
$219K
PCM
1016
Penserra Capital Management
California
$219K
VWA
1017
VSM Wealth Advisory
Maryland
$218K
VFG
1018
Victory Financial Group
Texas
$218K
NAS
1019
NWF Advisory Services
California
$218K
AAG
1020
Armstrong Advisory Group
Massachusetts
$217K
SFO
1021
Stokes Family Office
Louisiana
$217K
PFBT
1022
Parkside Financial Bank & Trust
Missouri
$217K
GCL
1023
Gouws Capital LLC
North Carolina
$216K
SVWAG
1024
Sound View Wealth Advisors Group
Georgia
$216K
CFP
1025
Catalyst Financial Partners
Massachusetts
$216K