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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
BIM
376
Baldwin Investment Management
Pennsylvania
$3.68M
BHWM
377
Bar Harbor Wealth Management
New Hampshire
$3.58M
Vontobel Holding
378
Vontobel Holding
Switzerland
$3.57M
MAM
379
Meeder Asset Management
Ohio
$3.54M
MGP
380
Metis Global Partners
California
$3.54M
Rafferty Asset Management
381
Rafferty Asset Management
New York
$3.54M
NSEDCP
382
NJ State Employees Deferred Compensation Plan
New Jersey
$3.5M
CAM
383
Cresset Asset Management
Illinois
$3.44M
Public Sector Pension Investment Board (PSP Investments)
384
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M
JFG
385
Jefferies Financial Group
New York
$3.38M
EAM
386
Eukles Asset Management
Ohio
$3.34M
BCM
387
Buckhead Capital Management
Georgia
$3.29M
Pacer Advisors
388
Pacer Advisors
Pennsylvania
$3.23M
HVIA
389
Hudson Valley Investment Advisors
New York
$3.19M
Lido Advisors
390
Lido Advisors
California
$3.17M
SG Americas Securities
391
SG Americas Securities
New York
$3.17M
WAM
392
Westport Asset Management
Connecticut
$3.15M
FRA
393
Front Row Advisors
California
$3.1M
TRSOTSOK
394
Teachers Retirement System of the State of Kentucky
Kentucky
$3.09M
GT
395
Greenleaf Trust
Michigan
$3.04M
PAG
396
Private Advisor Group
New Jersey
$3.03M
EAM
397
EFG Asset Management
Oregon
$3.02M
GIA
398
Guyasuta Investment Advisors
Pennsylvania
$3.01M
VIM
399
Vinva Investment Management
Australia
$2.97M
OQS
400
Occudo Quantitative Strategies
Florida
$2.97M