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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
ACA
426
Aptus Capital Advisors
Alabama
$2.4M
RP
427
Riverbridge Partners
Minnesota
$2.38M
CA
428
Cornerstone Advisors
North Carolina
$2.38M
BHC
429
Bowen Hanes & Co
Florida
$2.35M
DT
430
Diversified Trust
Tennessee
$2.32M
SF
431
Summit Financial
New Jersey
$2.31M
MGIA
432
Moneta Group Investment Advisors
Missouri
$2.3M
HIMCH
433
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M
VA
434
Vident Advisory
Georgia
$2.3M
CCS
435
Concentric Capital Strategies
Connecticut
$2.29M
Impax Asset Management Group
436
Impax Asset Management Group
United Kingdom
$2.27M
BA
437
Bellwether Advisors
Nebraska
$2.24M
Two Sigma Advisers
438
Two Sigma Advisers
New York
$2.24M
CIBC Private Wealth Group
439
CIBC Private Wealth Group
Georgia
$2.17M
RCYC
440
Richard C. Young & Co
Rhode Island
$2.17M
TIAA Trust, National Association
441
TIAA Trust, National Association
North Carolina
$2.16M
WF
442
WoodTrust Financial
Wisconsin
$2.16M
ATC
443
Argent Trust Co
Tennessee
$2.1M
SFA
444
Sequoia Financial Advisors
Ohio
$2.1M
SC
445
Savant Capital
Illinois
$2.09M
VVP
446
Venture Visionary Partners
Ohio
$2.08M
SAM
447
Summit Asset Management
Tennessee
$2.08M
CAG
448
Cypress Advisory Group
Arizona
$2.07M
LSERS
449
Louisiana State Employees Retirement System
Louisiana
$2.06M
VRM
450
Vectors Research Management
New York
$2.04M