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Rockwell Automation

1,272 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 434 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
EMB
351
Elefante Mark B
$4.33M
SC
352
Searle & Co
Connecticut
$4.3M
MOACM
353
Mutual of America Capital Management
New York
$4.26M
Cambridge Investment Research Advisors
354
Cambridge Investment Research Advisors
Iowa
$4.25M
GIA
355
Gateway Investment Advisers
Ohio
$4.23M
FT
356
Fiduciary Trust
Massachusetts
$4.21M
FPF
357
First Pacific Financial
Washington
$4.21M
MIM
358
Morningstar Investment Management
Illinois
$4.2M
SOADOR
359
State of Alaska Department of Revenue
Alaska
$4.2M
BT
360
Banque Transatlantique
France
$4.18M
BFIC
361
Bedell Frazier Investment Counselling
California
$4.17M
MSK
362
Melissa S. Kampmann
$4.14M
Verition Fund Management
363
Verition Fund Management
Connecticut
$4.12M
WAM
364
Weatherly Asset Management
California
$4.09M
ECM
365
Everence Capital Management
Indiana
$4.08M
PCM
366
Polymer Capital Management
New York
$4.03M
SAM
367
Smithbridge Asset Management
Pennsylvania
$4.03M
NED
368
Nancy E. Dempze
$4.03M
MML Investors Services
369
MML Investors Services
Massachusetts
$3.99M
OSAM
370
O'Shaughnessy Asset Management
Connecticut
$3.97M
Jones Financial Companies
371
Jones Financial Companies
Missouri
$3.88M
Public Employees Retirement Association of Colorado
372
Public Employees Retirement Association of Colorado
Colorado
$3.8M
SC
373
Scotia Capital
Ontario, Canada
$3.73M
BA
374
Bridgewater Associates
Connecticut
$3.72M
YIH
375
Y-Intercept (HK)
Hong Kong
$3.71M