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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
EOJOAM
476
E. Ohman J:or Asset Management
Sweden
$1.75M
A
477
Allianz
Germany
$1.73M
LIP
478
Lighthouse Investment Partners
Florida
$1.73M
TSWM
479
Triangle Securities Wealth Management
North Carolina
$1.72M
TWP
480
Tempus Wealth Planning
California
$1.72M
OIA
481
OneDigital Investment Advisors
Kansas
$1.72M
EF
482
Empowered Funds
Pennsylvania
$1.7M
RFC
483
Regions Financial Corp
Alabama
$1.7M
OAM
484
Ostrum Asset Management
France
$1.68M
SC
485
Slow Capital
California
$1.66M
Parallax Volatility Advisers
486
Parallax Volatility Advisers
California
$1.64M
PA
487
Pinnacle Associates
New York
$1.63M
CGH
488
Crossmark Global Holdings
Texas
$1.63M
ALMGDA
489
AG2R La Mondiale Gestion d'Actifs
France
$1.61M
KPWS
490
Kestra Private Wealth Services
Texas
$1.61M
EWM
491
Elmwood Wealth Management
California
$1.6M
SC
492
SummitTX Capital
Texas
$1.59M
JWCA
493
J.W. Cole Advisors
Florida
$1.59M
P
494
&Partners
Tennessee
$1.59M
CPBTD
495
Central Pacific Bank - Trust Division
Hawaii
$1.58M
HKAM
496
Horizon Kinetics Asset Management
New York
$1.58M
PFS
497
Prospera Financial Services
Texas
$1.58M
IGAM
498
iA Global Asset Management
Quebec, Canada
$1.57M
AWM
499
Axxcess Wealth Management
California
$1.57M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
500
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M