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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
SAM
451
Summit Asset Management
Tennessee
$2.08M
CAG
452
Cypress Advisory Group
Arizona
$2.07M
LSERS
453
Louisiana State Employees Retirement System
Louisiana
$2.06M
VRM
454
Vectors Research Management
New York
$2.04M
Bessemer Group
455
Bessemer Group
New Jersey
$2.04M
AW
456
Alaethes Wealth
Nevada
$2M
VA
457
VestGen Advisors
Illinois
$2M
STA
458
Summit Trail Advisors
New York
$1.99M
AG
459
Ascent Group
Virginia
$1.98M
TAI
460
Terra Alpha Investments
District of Columbia
$1.98M
MSRPS
461
Maryland State Retirement & Pension System
Maryland
$1.97M
Fifth Third Bancorp
462
Fifth Third Bancorp
Ohio
$1.97M
DR
463
Davis Rea
Ontario, Canada
$1.95M
GIBU
464
Gulf International Bank (UK)
United Kingdom
$1.94M
DILIC
465
Dai-ichi Life Insurance Company
Japan
$1.94M
SAM
466
Securian Asset Management
Minnesota
$1.92M
CFB
467
Cullen/Frost Bankers
Texas
$1.92M
COI
468
Connable Office Inc
Michigan
$1.91M
JAG
469
Journey Advisory Group
Kentucky
$1.9M
PAS
470
Park Avenue Securities
New York
$1.89M
GAM
471
Generali Asset Management
Italy
$1.89M
Allspring Global Investments
472
Allspring Global Investments
North Carolina
$1.89M
AC
473
Addison Capital
Pennsylvania
$1.88M
ACP
474
Aviance Capital Partners
Florida
$1.87M
IMCOOI
475
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M