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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
AC
476
Addison Capital
Pennsylvania
$1.88M
ACP
477
Aviance Capital Partners
Florida
$1.87M
IMCOOI
478
Investment Management Corp of Ontario (IMCO)
Canada
$1.84M
NMERB
479
New Mexico Educational Retirement Board
New Mexico
$1.77M
KCM
480
Kornitzer Capital Management
Kansas
$1.77M
BEI
481
Benjamin Edwards Inc
Missouri
$1.75M
BCV
482
Banque Cantonale Vaudoise
Switzerland
$1.75M
SA
483
Strategic Advisors
New York
$1.75M
EOJOAM
484
E. Ohman J:or Asset Management
Sweden
$1.75M
A
485
Allianz
Germany
$1.73M
LIP
486
Lighthouse Investment Partners
Florida
$1.73M
TSWM
487
Triangle Securities Wealth Management
North Carolina
$1.72M
TWP
488
Tempus Wealth Planning
California
$1.72M
OIA
489
OneDigital Investment Advisors
Kansas
$1.72M
EF
490
Empowered Funds
Pennsylvania
$1.7M
RFC
491
Regions Financial Corp
Alabama
$1.7M
OAM
492
Ostrum Asset Management
France
$1.68M
SC
493
Slow Capital
California
$1.66M
Parallax Volatility Advisers
494
Parallax Volatility Advisers
California
$1.64M
PA
495
Pinnacle Associates
New York
$1.63M
CGH
496
Crossmark Global Holdings
Texas
$1.63M
ALMGDA
497
AG2R La Mondiale Gestion d'Actifs
France
$1.61M
KPWS
498
Kestra Private Wealth Services
Texas
$1.61M
EWM
499
Elmwood Wealth Management
California
$1.6M
SC
500
SummitTX Capital
Texas
$1.59M