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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
NW
551
NewEdge Wealth
Pennsylvania
$1.13M
TPW
552
Transatlantique Private Wealth
New York
$1.13M
EH
553
Equitable Holdings
New York
$1.13M
FFA
554
First Foundation Advisors
California
$1.11M
FCM
555
Fire Capital Management
California
$1.11M
AWF
556
Alpha Wealth Funds
Utah
$1.11M
GI
557
GAMMA Investing
California
$1.11M
TAM
558
Trillium Asset Management
Massachusetts
$1.1M
UCI
559
Uncommon Cents Investing
Wisconsin
$1.09M
MIP
560
Marietta Investment Partners
Wisconsin
$1.09M
WI
561
Wahed Invest
New York
$1.08M
SCM
562
Sandler Capital Management
New York
$1.08M
Carson Wealth (CWM LLC)
563
Carson Wealth (CWM LLC)
Nebraska
$1.07M
GRP
564
Global Retirement Partners
California
$1.07M
SCA
565
Stonebridge Capital Advisors
Minnesota
$1.06M
MSA
566
MUFG Securities Americas
New York
$1.06M
BPA
567
Beacon Pointe Advisors
California
$1.06M
STAS
568
Strong Tower Advisory Services
Minnesota
$1.05M
RC
569
RBF Capital
California
$1.05M
PTC
570
Private Trust Company
Ohio
$1.05M
PI
571
PFG Investments
New York
$1.05M
CAAS
572
Capital Asset Advisory Services
Michigan
$1.04M
KRSITF
573
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M
Nomura Holdings
574
Nomura Holdings
Japan
$1.04M
RPC
575
Rossmore Private Capital
Connecticut
$1.04M