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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
MC
501
Machina Capital
France
$1.55M
CL
502
Choreo LLC
Illinois
$1.54M
PIM
503
Penobscot Investment Management
Massachusetts
$1.54M
APP
504
Avantax Planning Partners
Iowa
$1.54M
HWM
505
HB Wealth Management
Georgia
$1.53M
CC
506
Courier Capital
New York
$1.53M
BAM
507
Beaumont Asset Management
Texas
$1.51M
QT
508
Quantbot Technologies
New York
$1.5M
APIM
509
Agate Pass Investment Management
Washington
$1.5M
EW
510
Evoke Wealth
California
$1.49M
IWM
511
IHT Wealth Management
Illinois
$1.48M
CF
512
Centaurus Financial
California
$1.48M
CCP
513
Carmel Capital Partners
California
$1.44M
Koshinski Asset Management
514
Koshinski Asset Management
Illinois
$1.44M
AAP
515
Arax Advisory Partners
Colorado
$1.43M
EF
516
Empirical Finance
Pennsylvania
$1.43M
UCFA
517
United Capital Financial Advisors
Texas
$1.43M
OAC
518
OMERS Administration Corp
Ontario, Canada
$1.43M
MFS
519
Mattson Financial Services
Michigan
$1.42M
AC
520
Allstate Corporation
Illinois
$1.41M
OIAM
521
OFI Invest Asset Management
France
$1.39M
TMAM
522
Tokio Marine Asset Management
Japan
$1.39M
CPM
523
Connective Portfolio Management
New York
$1.38M
SPC
524
Spirepoint Private Client
Florida
$1.38M
BPCE
525
Bank Pictet & Cie (Europe)
Germany
$1.36M