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
TFA
1126
Transamerica Financial Advisors
Florida
$56.7K
SWP
1127
Strategic Wealth Partners
Ohio
$55.9K
OPTFSNA
1128
Old Point Trust & Financial Services N A
Virginia
$53.8K
PWMG
1129
Prestige Wealth Management Group
New Jersey
$51.7K
RL
1130
Rogco LP
Oklahoma
$48.6K
SGK
1131
Steigerwald Gordon & Koch
Virginia
$47.2K
AWM
1132
Accredited Wealth Management
Kentucky
$47.2K
FWA
1133
Flagship Wealth Advisors
Massachusetts
$46.5K
GGI
1134
Godsey & Gibb Inc
Virginia
$45.8K
SIS
1135
Strategic Investment Solutions
Illinois
$45.1K
IAS
1136
IMA Advisory Services
Colorado
$43.7K
DMBA
1137
Deseret Mutual Benefit Administrators
Utah
$43.7K
PAM
1138
Parvin Asset Management
South Dakota
$43.7K
IWP
1139
IAG Wealth Partners
Wisconsin
$43.4K
TFG
1140
Team Financial Group
California
$42.5K
S
1141
Sachetta
Massachusetts
$42.1K
SS
1142
SBI Securities
Japan
$40.9K
M
1143
MOTCO
Texas
$39.1K
FP
1144
Financial Perspectives
Minnesota
$39.1K
MCA
1145
Maryland Capital Advisors
Maryland
$38.8K
QL
1146
Quarry LP
New York
$37.4K
TFGT
1147
TS Financial Group (TSFG)
Illinois
$35K
KOCAA
1148
Knights of Columbus Asset Advisors
Connecticut
$35K
CNBTD
1149
Citizens National Bank Trust Department
Mississippi
$35K
RC
1150
Rexford Capital
Texas
$35K