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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
Bessemer Group
451
Bessemer Group
New Jersey
$2.04M
AW
452
Alaethes Wealth
Nevada
$2M
VA
453
VestGen Advisors
Illinois
$2M
STA
454
Summit Trail Advisors
New York
$1.99M
AG
455
Ascent Group
Virginia
$1.98M
TAI
456
Terra Alpha Investments
District of Columbia
$1.98M
MSRPS
457
Maryland State Retirement & Pension System
Maryland
$1.97M
Fifth Third Bancorp
458
Fifth Third Bancorp
Ohio
$1.97M
DR
459
Davis Rea
Ontario, Canada
$1.95M
GIBU
460
Gulf International Bank (UK)
United Kingdom
$1.94M
DILIC
461
Dai-ichi Life Insurance Company
Japan
$1.94M
SAM
462
Securian Asset Management
Minnesota
$1.92M
CFB
463
Cullen/Frost Bankers
Texas
$1.92M
COI
464
Connable Office Inc
Michigan
$1.91M
JAG
465
Journey Advisory Group
Kentucky
$1.9M
PAS
466
Park Avenue Securities
New York
$1.89M
GAM
467
Generali Asset Management
Italy
$1.89M
Allspring Global Investments
468
Allspring Global Investments
North Carolina
$1.89M
AC
469
Addison Capital
Pennsylvania
$1.88M
ACP
470
Aviance Capital Partners
Florida
$1.87M
IMCOOI
471
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M
KCM
472
Kornitzer Capital Management
Kansas
$1.77M
BEI
473
Benjamin Edwards Inc
Missouri
$1.75M
BCV
474
Banque Cantonale Vaudoise
Switzerland
$1.75M
SA
475
Strategic Advisors
New York
$1.75M