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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
MGP
301
M&G plc
United Kingdom
$6.51M -$1.68M -4,876 -21%
DRD
302
Dennis R. Delaney
$6.46M -$841K -2,434 -12%
EI
303
Ethic Inc
New York
$6.45M +$600K +1,738 +10%
EGM
304
Engineers Gate Manager
New York
$6.41M +$1.64M +4,758 +35%
PFSRSONJ
305
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.37M +$380K +1,100 +6%
AAM
306
Advisors Asset Management
Colorado
$6.26M +$684K +1,979 +12%
MLIC
307
Mandatum Life Insurance Company
Finland
$6.12M -$2.59M -7,500 -30%
X
308
Xponance
Pennsylvania
$6.07M -$215K -623 -3%
CIBC Asset Management
309
CIBC Asset Management
Ontario, Canada
$6.06M -$95.3K -276 -2%
LJHT
310
Laurie J. Hall Trustee
$5.92M -$65.6K -190 -1%
SA
311
Sanctuary Advisors
Indiana
$5.91M +$1.07M +3,108 +23%
NEI
312
Northwest & Ethical Investments
Ontario, Canada
$5.76M
NYLIM
313
New York Life Investment Management
New York
$5.74M -$165K -479 -3%
Two Sigma Investments
314
Two Sigma Investments
New York
$5.73M -$15.3M -44,290 -73%
SMDAM
315
Sumitomo Mitsui DS Asset Management
Japan
$5.68M +$34.2K +99 +0.6%
AF
316
Alerus Financial
North Dakota
$5.57M -$292K -845 -5%
NME
317
Notis-McConarty Edward
$5.51M -$484K -1,400 -8%
MIG
318
McGuire Investment Group
Rhode Island
$5.5M -$44.2K -128 -0.8%
VPIM
319
Vanguard Personalized Indexing Management
California
$5.45M +$268K +775 +5%
CBU
320
CIBC Bancorp USA
Illinois
$5.43M +$5.36M +15,522 New
SCM
321
Silvant Capital Management
Georgia
$5.42M -$150K -434 -3%
MCM
322
MAI Capital Management
Ohio
$5.33M -$2.32M -6,703 -31%
MSE
323
MUFG Securities EMEA
United Kingdom
$5.3M +$5.12M +14,819 +4,450%
Mercer Global Advisors
324
Mercer Global Advisors
Colorado
$5.29M +$836K +2,421 +19%
FMII
325
Farmers & Merchants Investments Inc
Nebraska
$5.29M -$42.8K -124 -0.8%