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Rockwell Automation
ROK

1,526 hedge funds and large institutions have $48.6B invested in Rockwell Automation in 2026 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 574 increasing their positions, 435 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed

145% more first-time investments, than exits

New positions opened: 225 | Existing positions closed: 92

71% more call options, than puts

Call options by funds: $381M | Put options by funds: $223M

64% more funds holding in top 10

Funds holding in top 10: 14 → 23 (+9)

42% more capital invested

Capital invested by funds: $34.4B → $48.6B (+$14.3B)

32% more repeat investments, than reductions

Existing positions increased: 574 | Existing positions reduced: 435

8% more funds holding

Funds holding: 1,418 → 1,526 (+108)

3.41% more ownership

Funds ownership: 85.31% → 88.72% (+3.4%)

Holders
1,526
Holders Change
+108
Holders Change %
+7.62%
% of All Funds
18.43%
Holding in Top 10
23
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+64.29%
% of All Funds
0.28%
New
225
Increased
574
Reduced
435
Closed
92
Calls
$381M
Puts
$223M
Net Calls
+$158M
Net Calls Change
+$129M

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$440M
2
BlackRock
BlackRock
New York
+$204M
3
American Century Companies
American Century Companies
Missouri
+$133M
4
State Street
State Street
Massachusetts
+$116M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$114M

Top Sellers

Rank Fund Capital Flow
1
Balyasny Asset Management
Balyasny Asset Management
Illinois
-$149M
2
AM
AGF Management
Ontario, Canada
-$98.7M
3
Holocene Advisors
Holocene Advisors
New York
-$87.7M
4
Millennium Management
Millennium Management
New York
-$86.7M
5
OTPPB
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$75.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
CC
1476
Corsicana & Co
Texas
$3.47K – – –
EF
1477
Entrust Financial
Pennsylvania
$3.47K – – –
HCM
1478
Hollencrest Capital Management
California
$3.47K – – –
AWM
1479
Activest Wealth Management
Florida
$3.47K +$1.74K +4 +133%
WWM
1480
Wolff Wiese Magana
California
$2.97K – – –
FG
1481
Fairman Group
Pennsylvania
$2.97K – – –
GWS
1482
Greykasell Wealth Strategies
California
$2.97K – – –
HWA
1483
Heritage Wealth Advisors
Virginia
$2.97K – – –
DF
1484
DecisionPoint Financial
Arizona
$2.9K +$870 +2 +50%
BCV
1485
Banque Cantonale Vaudoise
Switzerland
$2.66K -$375K -863 -14%
CIAS
1486
CBIZ Investment Advisory Services
Ohio
$2.51K – – –
AWM
1487
Abound Wealth Management
Tennessee
$2.48K -$4.35K -10 -67%
AEPWM
1488
Atlantic Edge Private Wealth Management
Florida
$2.48K – – –
FW
1489
Fairway Wealth
Ohio
$2.48K – – –
IA
1490
IFS Advisors
Kansas
$2.48K – – –
NFSG
1491
Newbridge Financial Services Group
Florida
$2.48K – – –
PPC
1492
Park Place Capital
Alabama
$2.48K – – –
WA
1493
WPG Advisers
Maryland
$2.48K +$435 +1 +25%
MLA
1494
MB, Levis & Associates
Pennsylvania
$2.48K +$2.17K +5 New
PS
1495
Planning Strategies
Pennsylvania
$2.48K +$2.17K +5 New
CJ
1496
Caitlin John
Michigan
$2.12K – – –
FLP
1497
Financial Life Planners
Arizona
$2.01K – – –
CMP
1498
Coston McIsaac & Partners
Maine
$2K – – –
ACA
1499
American Capital Advisory
Idaho
$1.98K +$435 +1 +33%
1CP
1500
1015 Capital Partners
Pennsylvania
$1.98K – – –
58 59
60
61 62

ROK Hedge Fund Activity: Q2 2026 in Review

1,526 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2026, worth a combined $48.6B — up 42% from $34.4B a quarter earlier.

Buyers outnumbered sellers: 225 funds opened new ROK positions and 92 closed out — a net gain of 133 holders — while 574 added to existing stakes and 435 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $440M. The largest seller was Balyasny Asset Management, cutting an estimated $149M.

  • 1,526 institutional investors held Rockwell Automation (ROK) as of Q2 2026, up from 1,418 in Q1 2026.
  • Funds reported $48.6B of Rockwell Automation stock for Q2 2026, up 42% quarter-over-quarter.
  • 225 funds opened new Rockwell Automation positions in Q2 2026 and 92 closed out, a net change of +133 holders.
  • The largest Rockwell Automation buyer in Q2 2026 was JP Morgan Chase, an estimated $440M added.
  • The largest Rockwell Automation seller in Q2 2026 was Balyasny Asset Management, an estimated $149M sold.

Based on aggregated 13F filings for Q2 2026.