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Rockwell Automation

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 1,2671,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16%81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
251
Kestra Advisory Services
Texas
$9.39M +$2.77M +8,013 +43%
Bank Julius Baer & Co
252
Bank Julius Baer & Co
Switzerland
$9.26M -$3.49M -10,105 -28%
AV
253
ASR Vermogensbeheer
Netherlands
$9.12M -$60.1K -174 -0.7%
WCM
254
Westend Capital Management
California
$9.1M +$129K +374 +1%
Connor, Clark & Lunn Investment Management (CC&L)
255
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.96M -$31.5M -91,083 -78%
AAIS
256
ABN AMRO Investment Solutions
$8.85M +$496K +1,437 +6%
FAF
257
Första AP-fonden
Sweden
$8.81M +$656K +1,900 +8%
DWT
258
Dorsey & Whitney Trust
South Dakota
$8.79M +$13.8K +40 +0.2%
D
259
Drystone
Virginia
$8.72M -$145K -421 -2%
MCM
260
Moore Capital Management
New York
$8.69M +$8.59M +24,867 New
VanEck Associates
261
VanEck Associates
New York
$8.58M +$216K +626 +3%
LSA
262
L & S Advisors
California
$8.57M -$80.1K -232 -0.9%
DADC
263
D.A. Davidson & Co
Montana
$8.47M -$289K -837 -3%
Retirement Systems of Alabama
264
Retirement Systems of Alabama
Alabama
$8.38M -$69.8K -202 -0.8%
FAF
265
Fjarde Ap-fonden
Sweden
$8.25M -$898K -2,600 -10%
SWK
266
Stephen W. Kidder
$8.24M -$558K -1,615 -6%
SAM
267
Sompo Asset Management
Japan
$8.22M -$2.32M -6,721 -22%
FAT
268
First American Trust
California
$8.18M -$10.4K -30 -0.1%
LWCFA
269
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.16M -$952K -2,756 -11%
RT
270
Rockland Trust
Massachusetts
$8M -$1.27M -3,677 -14%
AFA
271
Abacus FCF Advisors
Florida
$7.98M +$7.89M +22,834 New
UIM
272
USS Investment Management
United Kingdom
$7.97M
SI
273
Stephens Inc
Arkansas
$7.94M -$1.21M -3,501 -13%
Kovitz Investment Group Partners
274
Kovitz Investment Group Partners
Illinois
$7.93M -$341K -987 -4%
II
275
IFM Investors
Australia
$7.9M +$466K +1,350 +6%