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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
BFA
426
Benedict Financial Advisors
Georgia
$2.42M
WB
427
WesBanco Bank
West Virginia
$2.42M
BP
428
BNP Paribas
France
$2.41M
KPPF
429
Klein Pavlis & Peasley Financial
California
$2.41M
VWM
430
VCI Wealth Management
Missouri
$2.41M
ACA
431
Aptus Capital Advisors
Alabama
$2.4M
RP
432
Riverbridge Partners
Minnesota
$2.38M
CA
433
Cornerstone Advisors
North Carolina
$2.38M
BHC
434
Bowen Hanes & Co
Florida
$2.35M
DT
435
Diversified Trust
Tennessee
$2.32M
SF
436
Summit Financial
New Jersey
$2.31M
LSA
437
Leonteq Securities AG
Switzerland
$2.3M
MGIA
438
Moneta Group Investment Advisors
Missouri
$2.3M
HIMCH
439
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M
VA
440
Vident Advisory
Georgia
$2.3M
CCS
441
Concentric Capital Strategies
Connecticut
$2.29M
Impax Asset Management Group
442
Impax Asset Management Group
United Kingdom
$2.27M
BA
443
Bellwether Advisors
Nebraska
$2.24M
Two Sigma Advisers
444
Two Sigma Advisers
New York
$2.24M
CIBC Private Wealth Group
445
CIBC Private Wealth Group
Georgia
$2.17M
RCYC
446
Richard C. Young & Co
Rhode Island
$2.17M
TIAA Trust, National Association
447
TIAA Trust, National Association
North Carolina
$2.16M
WF
448
WoodTrust Financial
Wisconsin
$2.16M
AF
449
Allworth Financial
California
$2.15M
ATC
450
Argent Trust Co
Tennessee
$2.1M