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Rockwell Automation

1,285 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, 449 increasing their positions, 437 reducing their positions, and 88 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
Bank Julius Baer & Co
251
Bank Julius Baer & Co
Switzerland
$9.26M
AV
252
ASR Vermogensbeheer
Netherlands
$9.12M
WCM
253
Westend Capital Management
California
$9.1M
Connor, Clark & Lunn Investment Management (CC&L)
254
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$8.96M
AAIS
255
ABN AMRO Investment Solutions
$8.85M
FAF
256
Första AP-fonden
Sweden
$8.81M
DWT
257
Dorsey & Whitney Trust
South Dakota
$8.79M
D
258
Drystone
Virginia
$8.72M
MCM
259
Moore Capital Management
New York
$8.69M
VanEck Associates
260
VanEck Associates
New York
$8.58M
LSA
261
L & S Advisors
California
$8.57M
DADC
262
D.A. Davidson & Co
Montana
$8.47M
Retirement Systems of Alabama
263
Retirement Systems of Alabama
Alabama
$8.38M
FAF
264
Fjarde Ap-fonden
Sweden
$8.25M
SWK
265
Stephen W. Kidder
$8.24M
SAM
266
Sompo Asset Management
Japan
$8.22M
FAT
267
First American Trust
California
$8.18M
LWCFA
268
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.16M
RT
269
Rockland Trust
Massachusetts
$8M
AFA
270
Abacus FCF Advisors
Florida
$7.98M
UIM
271
USS Investment Management
United Kingdom
$7.97M
SI
272
Stephens Inc
Arkansas
$7.94M
Kovitz Investment Group Partners
273
Kovitz Investment Group Partners
Illinois
$7.93M
II
274
IFM Investors
Australia
$7.9M
MAM
275
Madison Asset Management
Wisconsin
$7.88M