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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
IWC
401
Integrated Wealth Concepts
Massachusetts
$2.97M
Wealthfront Advisers
402
Wealthfront Advisers
California
$2.9M
IIM
403
INTECH Investment Management
Florida
$2.89M
ASN
404
Advisory Services Network
Georgia
$2.87M
NIA
405
NIA Impact Advisors
California
$2.86M
DFCM
406
Dark Forest Capital Management
Puerto Rico
$2.85M
EAM
407
Erste Asset Management
Austria
$2.83M
MSU
408
Mizuho Securities USA
New York
$2.81M
NB
409
Norinchukin Bank
Japan
$2.81M
CA
410
Commerzbank Aktiengesellschaft
Germany
$2.74M
SWP
411
Stratos Wealth Partners
Ohio
$2.7M
LP
412
LMR Partners
United Kingdom
$2.69M
TWC
413
TD Waterhouse Canada
Ontario, Canada
$2.67M
NWM
414
Northcape Wealth Management
New York
$2.67M
SGAM
415
Smith Group Asset Management
Texas
$2.67M
EAMA
416
EFG Asset Management (Americas)
Florida
$2.5M
AA
417
Ancora Advisors
Ohio
$2.5M
KRS
418
Kentucky Retirement Systems
Kentucky
$2.48M
SWM
419
SilverOak Wealth Management
Minnesota
$2.48M
KIA
420
Knollwood Investment Advisory
Maryland
$2.43M
BFA
421
Benedict Financial Advisors
Georgia
$2.42M
WB
422
WesBanco Bank
West Virginia
$2.42M
BP
423
BNP Paribas
France
$2.41M
KPPF
424
Klein Pavlis & Peasley Financial
California
$2.41M
VWM
425
VCI Wealth Management
Missouri
$2.41M