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Rockwell Automation

1,285 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, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
GIA
401
Guyasuta Investment Advisors
Pennsylvania
$3.01M
VIM
402
Vinva Investment Management
Australia
$2.97M
OQS
403
Occudo Quantitative Strategies
Florida
$2.97M
IWC
404
Integrated Wealth Concepts
Massachusetts
$2.97M
Wealthfront Advisers
405
Wealthfront Advisers
California
$2.9M
IIM
406
INTECH Investment Management
Florida
$2.89M
ASN
407
Advisory Services Network
Georgia
$2.87M
NIA
408
NIA Impact Advisors
California
$2.86M
DFCM
409
Dark Forest Capital Management
Puerto Rico
$2.85M
EAM
410
Erste Asset Management
Austria
$2.83M
MSU
411
Mizuho Securities USA
New York
$2.81M
NB
412
Norinchukin Bank
Japan
$2.81M
CA
413
Commerzbank Aktiengesellschaft
Germany
$2.74M
SWP
414
Stratos Wealth Partners
Ohio
$2.7M
LP
415
LMR Partners
United Kingdom
$2.69M
TWC
416
TD Waterhouse Canada
Ontario, Canada
$2.67M
NWM
417
Northcape Wealth Management
New York
$2.67M
SGAM
418
Smith Group Asset Management
Texas
$2.67M
EAMA
419
EFG Asset Management (Americas)
Florida
$2.5M
AA
420
Ancora Advisors
Ohio
$2.5M
KRS
421
Kentucky Retirement Systems
Kentucky
$2.48M
SWM
422
SilverOak Wealth Management
Minnesota
$2.48M
KIA
423
Knollwood Investment Advisory
Maryland
$2.43M
BFA
424
Benedict Financial Advisors
Georgia
$2.42M
WB
425
WesBanco Bank
West Virginia
$2.42M