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 %
WWM
1151
Wolff Wiese Magana
California
$16.9K
DRP
1152
Decker Retirement Planning
Utah
$16.9K +$16.9K +51 New
RAM
1153
Riggs Asset Management
Pennsylvania
$16.9K +$16.9K +51 New
MAM
1154
Morse Asset Management
Connecticut
$16.6K -$5.98K -18 -26%
MWM
1155
Mascoma Wealth Management
New Hampshire
$16.6K
AG
1156
AmeriFlex Group
Nevada
$16.3K -$6.52K -20 -29%
GKIM
1157
GW&K Investment Management
Massachusetts
$16K -$5.11K -15 -24%
RFS
1158
Richardson Financial Services
Massachusetts
$15.9K
AIC
1159
Archer Investment Corporation
Indiana
$15.9K +$4.96K +15 +45%
IHWM
1160
Iron Horse Wealth Management
Iowa
$14.9K
SFA
1161
Semmax Financial Advisors
North Carolina
$14.7K
MCM
1162
Manchester Capital Management
Vermont
$14K -$5.65K -17 -29%
FFO
1163
Fortitude Family Office
Arizona
$14K +$3.65K +11 +35%
NEWAS
1164
N.E.W. Advisory Services
Wisconsin
$13.6K -$9.97K -30 -42%
WA
1165
WPG Advisers
Maryland
$13.6K +$3.32K +10 +32%
OCM
1166
Orion Capital Management
California
$13.4K
CAL
1167
Capital Advisors Ltd
Ohio
$13K -$10.6K -31 -45%
FMP
1168
Financial Management Professionals
Texas
$13K +$2.99K +9 +30%
GWSG
1169
GPS Wealth Strategies Group
Colorado
$13K -$10.6K -32 -45%
PAG
1170
Paladin Advisory Group
Iowa
$12.3K
BWL
1171
Bogart Wealth LLC
Virginia
$11.6K -$332 -1 -3%
TPWA
1172
Twin Peaks Wealth Advisors
California
$11.6K +$11.6K +34 New
OLVIG
1173
Oliver Lagore Vanvalin Investment Group
Michigan
$10.3K +$10.3K +40 New
KIM
1174
Kestra Investment Management
Texas
$10.1K
KWM
1175
Kiker Wealth Management
Georgia
$9.97K