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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
Jones Financial Companies
376
Jones Financial Companies
Missouri
$3.88M +$603K +1,746 +18%
Public Employees Retirement Association of Colorado
377
Public Employees Retirement Association of Colorado
Colorado
$3.8M -$88.1K -255 -2%
KBC Group
378
KBC Group
Belgium
$3.76M +$160K +464 +5%
SC
379
Scotia Capital
Ontario, Canada
$3.73M -$848K -2,454 -19%
BA
380
Bridgewater Associates
Connecticut
$3.72M +$2.01M +5,812 +120%
YIH
381
Y-Intercept (HK)
Hong Kong
$3.71M +$3.67M +10,627 New
BIM
382
Baldwin Investment Management
Pennsylvania
$3.68M -$25.9K -75 -0.7%
BHWM
383
Bar Harbor Wealth Management
New Hampshire
$3.58M +$32.1K +93 +0.9%
Vontobel Holding
384
Vontobel Holding
Switzerland
$3.57M -$285K -824 -7%
MAM
385
Meeder Asset Management
Ohio
$3.54M +$3.5M +10,123 +67,487%
MGP
386
Metis Global Partners
California
$3.54M -$174K -505 -5%
Rafferty Asset Management
387
Rafferty Asset Management
New York
$3.54M -$380K -1,099 -10%
NSEDCP
388
NJ State Employees Deferred Compensation Plan
New Jersey
$3.5M
Public Sector Pension Investment Board (PSP Investments)
389
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.39M +$405K +1,173 +14%
JFG
390
Jefferies Financial Group
New York
$3.38M +$1.59M +4,615 +92%
EAM
391
Eukles Asset Management
Ohio
$3.34M -$3.8K -11 -0.1%
BCM
392
Buckhead Capital Management
Georgia
$3.29M -$781K -2,261 -19%
Pacer Advisors
393
Pacer Advisors
Pennsylvania
$3.23M -$911K -2,637 -22%
HVIA
394
Hudson Valley Investment Advisors
New York
$3.19M -$62.9K -182 -2%
CAM
395
Cresset Asset Management
Illinois
$3.18M -$80.1K -232 -2%
Lido Advisors
396
Lido Advisors
California
$3.17M -$825K -2,388 -21%
SG Americas Securities
397
SG Americas Securities
New York
$3.17M +$2.16M +6,259 +222%
WAM
398
Westport Asset Management
Connecticut
$3.15M
FRA
399
Front Row Advisors
California
$3.1M -$41.4K -120 -1%
TRSOTSOK
400
Teachers Retirement System of the State of Kentucky
Kentucky
$3.09M