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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
OIAM
526
OFI Invest Asset Management
France
$1.39M
TMAM
527
Tokio Marine Asset Management
Japan
$1.39M
M
528
Mirova
France
$1.39M
CPM
529
Connective Portfolio Management
New York
$1.38M
SPC
530
Spirepoint Private Client
Florida
$1.38M
BPCE
531
Bank Pictet & Cie (Europe)
Germany
$1.36M
CI Investments Inc
532
CI Investments Inc
Ontario, Canada
$1.34M
HSA
533
HBK Sorce Advisory
Pennsylvania
$1.3M
CAU
534
Caxton Associates (UK)
$1.3M
CRC
535
Curi RMB Capital
Illinois
$1.3M
BCM
536
Bridgeway Capital Management
Texas
$1.28M
SPC
537
Sigma Planning Corp
Michigan
$1.28M
CCM
538
Coldstream Capital Management
Washington
$1.27M
SFCL
539
Strengthening Families & Communities LLC
Massachusetts
$1.27M
WHG
540
Westwood Holdings Group
Texas
$1.26M
BAM
541
BOCHK Asset Management
Hong Kong
$1.26M
NMIMC
542
Northwestern Mutual Investment Management Company
Wisconsin
$1.25M
PIM
543
Plato Investment Management
Australia
$1.23M
MK
544
MASTERINVEST Kapitalanlage
$1.23M
A
545
AlphaQuest
New York
$1.22M
AI
546
Atria Investments
North Carolina
$1.22M
FCFC
547
First Commonwealth Financial Corp
Pennsylvania
$1.22M
HAG
548
HighPoint Advisor Group
Illinois
$1.2M
PWAM
549
Private Wealth Asset Management
Iowa
$1.2M
WAS
550
WESPAC Advisors SoCal
California
$1.18M