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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
JWCA
501
J.W. Cole Advisors
Florida
$1.59M
P
502
&Partners
Tennessee
$1.59M
CPBTD
503
Central Pacific Bank - Trust Division
Hawaii
$1.58M
HKAM
504
Horizon Kinetics Asset Management
New York
$1.58M
PFS
505
Prospera Financial Services
Texas
$1.58M
IGAM
506
iA Global Asset Management
Quebec, Canada
$1.57M
AWM
507
Axxcess Wealth Management
California
$1.57M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
508
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.56M
MC
509
Machina Capital
France
$1.55M
CL
510
Choreo LLC
Illinois
$1.54M
PIM
511
Penobscot Investment Management
Massachusetts
$1.54M
APP
512
Avantax Planning Partners
Iowa
$1.54M
HWM
513
HB Wealth Management
Georgia
$1.53M
CC
514
Courier Capital
New York
$1.53M
BAM
515
Beaumont Asset Management
Texas
$1.51M
QT
516
Quantbot Technologies
New York
$1.5M
APIM
517
Agate Pass Investment Management
Washington
$1.5M
EW
518
Evoke Wealth
California
$1.49M
IWM
519
IHT Wealth Management
Illinois
$1.48M
CF
520
Centaurus Financial
California
$1.48M
CCP
521
Carmel Capital Partners
California
$1.44M
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$1.44M
AAP
523
Arax Advisory Partners
Colorado
$1.43M
EF
524
Empirical Finance
Pennsylvania
$1.43M
UCFA
525
United Capital Financial Advisors
Texas
$1.43M