ROK icon

Rockwell Automation

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
TCOT
1051
Trust Company of Toledo
Ohio
$126K +$126K +380 New
CBT
1052
Crews Bank & Trust
Florida
$124K
NWM
1053
Navigoe Wealth Management
California
$117K
BCMLT
1054
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K -$28.2K -85 -20%
MMCM
1055
Murphy & Mullick Capital Management
New York
$115K +$5.28K +15 +5%
FCAS
1056
First Command Advisory Services
Texas
$114K
NRG
1057
Nemes Rush Group
Michigan
$113K -$156K -470 -58%
SIM
1058
Sentry Investment Management
Wisconsin
$111K
MSE
1059
MUFG Securities EMEA
United Kingdom
$111K +$111K +333 New
DPW
1060
DiNuzzo Private Wealth
Pennsylvania
$109K -$332 -1 -0.3%
CH
1061
Cromwell Holdings
Wyoming
$109K -$332 -1 -0.3%
OL
1062
OneFund LLC
Florida
$100K +$100K +301 New
1IA
1063
1620 Investment Advisors
Massachusetts
$95.3K
ADL
1064
Asset Dedication LLC
California
$94.3K -$664 -2 -0.7%
OC
1065
Oakworth Capital
Alabama
$94.3K +$5.65K +17 +6%
WC
1066
Wexford Capital
Florida
$92.7K +$92.7K +279 New
KFP
1067
Keener Financial Planning
Texas
$92K
BIA
1068
Bell Investment Advisors
California
$91.3K -$7.64K -23 -8%
VCM
1069
Versant Capital Management
Arizona
$89.4K +$2.33K +7 +3%
DJSG
1070
D.J. St. Germain
Massachusetts
$87K +$85K +256 +4,267%
CTB
1071
Country Trust Bank
Illinois
$84.4K -$6.64K -20 -7%
CFO
1072
CVA Family Office
Colorado
$84.4K +$6.64K +20 +9%
NECFA
1073
New England Capital Financial Advisors
Connecticut
$83.1K
WSCM
1074
Wellington Shields Capital Management
New York
$83K
HBW
1075
Hazlett, Burt & Watson
West Virginia
$83K