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
HFM
1301
Harvest Fund Management
China
$11K
MEG
1302
Millstone Evans Group
Colorado
$10.9K
UCB
1303
United Community Bank
South Carolina
$10.5K
SIC
1304
SJS Investment Consulting
Ohio
$9.34K
HHMI
1305
Howard Hughes Medical Institute
Maryland
$9.34K
CPG
1306
Cornerstone Planning Group
New Jersey
$9.13K
AA
1307
Addison Advisors
Vermont
$8.95K
HIA
1308
Harbor Investment Advisory
Maryland
$8.56K
CCM
1309
Chilton Capital Management
Texas
$8.56K
CFD
1310
Creative Financial Designs
Indiana
$8.18K
BFS
1311
Bare Financial Services
Pennsylvania
$8.17K
OAJ
1312
Ogorek Anthony Joseph
New York
$8K
IIM
1313
IFC & Insurance Marketing
California
$8K
MSWM
1314
Mowery & Schoenfeld Wealth Management
Illinois
$7.78K
EWP
1315
Elevation Wealth Partners
California
$7.78K
BWAM
1316
Boyd Watterson Asset Management
Ohio
$7.78K
JSAM
1317
J. Safra Asset Management
New York
$7.78K
AW
1318
Avion Wealth
Texas
$7K
TCM
1319
Triumph Capital Management
Colorado
$6.76K
DWM
1320
Dogwood Wealth Management
Kansas
$6.61K
SC
1321
Solstein Capital
California
$6.22K
BGA
1322
Battery Global Advisors
Massachusetts
$6.22K
CAL
1323
Capital Analysts LLC
Pennsylvania
$6K
SWA
1324
Strategic Wealth Advisors
Arizona
$6K
AWM
1325
Abound Wealth Management
Tennessee
$5.84K