ROK icon

Rockwell Automation

1,291 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, 453 increasing their positions, 437 reducing their positions, and 87 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
BGAI
1176
Bruce G. Allen Investments
Colorado
$22K
DAM
1177
Delta Asset Management
Tennessee
$22K
MHR
1178
Matthew Hamilton Rosenberg
$21.7K
HFS
1179
Hantz Financial Services
Michigan
$20K
AFG
1180
Albion Financial Group
Utah
$19.9K
DWS
1181
Dynamic Wealth Strategies
California
$19.9K
ITIM
1182
Indiana Trust & Investment Management
Indiana
$18.5K
PAI
1183
Pittenger & Anderson Inc
Nebraska
$17.8K
MWM
1184
Mascoma Wealth Management
New Hampshire
$17.5K
MAM
1185
Morse Asset Management
Connecticut
$17.5K
GKIM
1186
GW&K Investment Management
Massachusetts
$17K
PWA
1187
Physician Wealth Advisors
Utah
$16.8K
RFS
1188
Richardson Financial Services
Massachusetts
$16.8K
AIC
1189
Archer Investment Corporation
Indiana
$16.8K
FMP
1190
Financial Management Professionals
Texas
$16.1K
SA
1191
Seneschal Advisors
Washington
$14.7K
FFO
1192
Fortitude Family Office
Arizona
$14.7K
NEWAS
1193
N.E.W. Advisory Services
Wisconsin
$14.4K
OCM
1194
Orion Capital Management
California
$14.2K
MCM
1195
Manchester Capital Management
Vermont
$14K
SL
1196
Salomon & Ludwin
Virginia
$14K
GWSG
1197
GPS Wealth Strategies Group
Colorado
$13.6K
PAM
1198
Palisade Asset Management
Minnesota
$13.6K
HHGA
1199
Halbert Hargrove Global Advisors
California
$13.3K
WA
1200
WPG Advisers
Maryland
$13.3K