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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
Northwestern Mutual Wealth Management
326
Northwestern Mutual Wealth Management
Wisconsin
$5.26M +$41.1K +119 +0.8%
EMPI
327
Elo Mutual Pension Insurance
Finland
$5.26M +$5.19M +15,037 New
SWA
328
Stratos Wealth Advisors
Ohio
$5.25M +$104K +301 +2%
IEFM
329
IQ EQ Fund Management
Ireland
$5.24M
WCM
330
Whitener Capital Management
North Carolina
$5.22M +$12.1K +35 +0.2%
SBFM
331
S-Bank Fund Management
Finland
$5.2M +$1.36M +3,936 +36%
NS
332
Night Squared
New York
$5.2M +$450K +1,302 +10%
EP
333
Edgestream Partners
New Jersey
$5.15M +$4.58M +13,256 +905%
ECM
334
Eisler Capital Management
United Kingdom
$5.14M +$5.08M +14,717 New
SF
335
Synovus Financial
Georgia
$5.13M -$128K -371 -2%
AUB
336
Atlantic Union Bankshares
Virginia
$5.12M +$1.17M +3,377 +30%
HHAM
337
HITE Hedge Asset Management
Massachusetts
$5.11M -$3.18M -9,205 -39%
IG
338
ING Group
Netherlands
$5.08M -$724K -2,096 -13%
BCI
339
Brinker Capital Investments
Pennsylvania
$4.99M -$350K -1,013 -7%
AWP
340
Ascent Wealth Partners
New York
$4.95M +$318K +922 +7%
BFA
341
Bill Few Associates
Pennsylvania
$4.9M +$95K +275 +2%
Bank of Nova Scotia
342
Bank of Nova Scotia
Ontario, Canada
$4.84M +$700K +2,026 +17%
AIM
343
AXA Investment Managers
France
$4.71M +$4.65M +13,471 New
YCM
344
Yousif Capital Management
Michigan
$4.63M -$283K -819 -6%
GIM
345
Glenmede Investment Management
Pennsylvania
$4.62M +$30.7K +89 +0.7%
BFIM
346
Beese Fulmer Investment Management
Ohio
$4.59M -$15.9K -46 -0.3%
RWA
347
Roberts Wealth Advisors
California
$4.57M -$37K -107 -0.8%
DK
348
DJE Kapital
Germany
$4.52M
Focus Partners Wealth
349
Focus Partners Wealth
Massachusetts
$4.48M +$455K +1,318 +11%
OPERF
350
Oregon Public Employees Retirement Fund
Oregon
$4.46M +$1.06M +3,075 +32%