ROK icon

Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIC
1051
Crawford Investment Counsel
Georgia
$252K
ACM
1052
Aster Capital Management
United Arab Emirates
$251K
VFG
1053
Victory Financial Group
Texas
$250K
BWM
1054
Bulltick Wealth Management
Florida
$249K
BHBT
1055
Burke & Herbert Bank & Trust
Virginia
$247K
GWWM
1056
Great Waters Wealth Management
Minnesota
$247K
TIA
1057
Tiemann Investment Advisors
California
$247K
BIAS
1058
Beacon Investment Advisory Services
New Jersey
$245K
7WCP
1059
71 West Capital Partners
Massachusetts
$244K
CA
1060
Chatterton & Associates
California
$244K
FWM
1061
Foguth Wealth Management
Michigan
$244K
LIA
1062
LS Investment Advisors
Michigan
$243K
SFO
1063
Stokes Family Office
Louisiana
$243K
VWA
1064
VSM Wealth Advisory
Maryland
$243K
CTC
1065
Central Trust Company
Missouri
$242K
AAG
1066
Armstrong Advisory Group
Massachusetts
$242K
GCL
1067
Gouws Capital LLC
North Carolina
$241K
PCM
1068
Penserra Capital Management
California
$239K
HCM
1069
Howard Capital Management
Georgia
$238K
SCM
1070
Shelton Capital Management
Colorado
$237K
BCG
1071
Breakwater Capital Group
New Jersey
$237K
SB
1072
Simmons Bank
Arkansas
$237K
AWM
1073
Accel Wealth Management
Iowa
$235K
HDIM
1074
Hanson & Doremus Investment Management
Vermont
$234K
GG
1075
Greenwood Gearhart
Arkansas
$233K