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Rockwell Automation

1,291 hedge funds and large institutions have $32.1B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 453 increasing their positions, 437 reducing their positions, and 87 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
PAG
401
Private Advisor Group
New Jersey
$3.03M
EAM
402
EFG Asset Management
Oregon
$3.02M
GIA
403
Guyasuta Investment Advisors
Pennsylvania
$3.01M
VIM
404
Vinva Investment Management
Australia
$2.97M
OQS
405
Occudo Quantitative Strategies
Florida
$2.97M
IWC
406
Integrated Wealth Concepts
Massachusetts
$2.97M
Wealthfront Advisers
407
Wealthfront Advisers
California
$2.9M
IIM
408
INTECH Investment Management
Florida
$2.89M
ASN
409
Advisory Services Network
Georgia
$2.87M
NIA
410
NIA Impact Advisors
California
$2.86M
DFCM
411
Dark Forest Capital Management
Puerto Rico
$2.85M
EAM
412
Erste Asset Management
Austria
$2.83M
MSU
413
Mizuho Securities USA
New York
$2.81M
NB
414
Norinchukin Bank
Japan
$2.81M
CA
415
Commerzbank Aktiengesellschaft
Germany
$2.74M
SWP
416
Stratos Wealth Partners
Ohio
$2.7M
LP
417
LMR Partners
United Kingdom
$2.69M
TWC
418
TD Waterhouse Canada
Ontario, Canada
$2.67M
NWM
419
Northcape Wealth Management
New York
$2.67M
SGAM
420
Smith Group Asset Management
Texas
$2.67M
EAMA
421
EFG Asset Management (Americas)
Florida
$2.5M
AA
422
Ancora Advisors
Ohio
$2.5M
KRS
423
Kentucky Retirement Systems
Kentucky
$2.48M
SWM
424
SilverOak Wealth Management
Minnesota
$2.48M
KIA
425
Knollwood Investment Advisory
Maryland
$2.43M