ROK icon

Rockwell Automation

1,263 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 383 increasing their positions, 468 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.65% more ownership

Funds ownership: 80.44%83.09% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

18% less repeat investments, than reductions

Existing positions increased: 383 | Existing positions reduced: 468

Holders
1,263
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$122M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFP
1326
Pinnacle Financial Partners
Tennessee
EDRH
1327
Edmond de Rothschild Holding
Switzerland
RTC
1328
Riverview Trust Company
Washington
IRC
1329
Investors Research Corp
Georgia
WPA
1330
West Paces Advisors
Georgia
AT
1331
Avalon Trust
New Mexico
SCB
1332
Saudi Central Bank
Saudi Arabia
MSWA
1333
Marshall & Sterling Wealth Advisors
New York
WB
1334
Webster Bank
Connecticut
BCM
1335
Blume Capital Management
California
GFPC
1336
Global Financial Private Client
Florida
TC
1337
Truvestments Capital
Florida
AF
1338
Atala Financial
California
BWM
1339
Bernard Wealth Management
Michigan
SIC
1340
Salem Investment Counselors
North Carolina
CWC
1341
Carolinas Wealth Consulting
North Carolina
HCP
1342
Hexagon Capital Partners
Arkansas
GP
1343
Greenline Partners
New York
NL
1344
NVWM LLC
Pennsylvania
WW
1345
Winnow Wealth
Texas
CA
1346
Crewe Advisors
Utah
HHGA
1347
Halbert Hargrove Global Advisors
California
PEAK6
1348
PEAK6
Illinois
BMC
1349
Bear Mountain Capital
Washington
CAM
1350
Chesapeake Asset Management
New York