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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EW
551
Evoke Wealth
California
$1.55M
CCM
552
Coldstream Capital Management
Washington
$1.55M
TMAM
553
Tokio Marine Asset Management
Japan
$1.55M
COI
554
Connable Office Inc
Michigan
$1.55M
HSA
555
HBK Sorce Advisory
Pennsylvania
$1.54M
SPC
556
Spirepoint Private Client
Florida
$1.53M
EF
557
Empirical Finance
Pennsylvania
$1.53M
YDMI
558
Y.D. More Investments
Israel
$1.53M
CIA
559
Concurrent Investment Advisors
Florida
$1.48M
MFS
560
Mattson Financial Services
Michigan
$1.46M
WANY
561
Wealthspire Advisors (New York)
New York
$1.46M
GI
562
GAMMA Investing
California
$1.46M
CRC
563
Curi RMB Capital
Illinois
$1.45M
NW
564
NewEdge Wealth
Pennsylvania
$1.43M
SPC
565
Sigma Planning Corp
Michigan
$1.4M
WAS
566
WESPAC Advisors SoCal
California
$1.4M
NMIMC
567
Northwestern Mutual Investment Management Company
Wisconsin
$1.4M
PIM
568
Plato Investment Management
Australia
$1.39M
HIMS
569
Hager Investment Management Services
New Hampshire
$1.38M
EOJOAM
570
E. Ohman J:or Asset Management
Sweden
$1.38M
HWM
571
HB Wealth Management
Georgia
$1.38M
IWM
572
IHT Wealth Management
Illinois
$1.38M
QCM
573
QRG Capital Management
Illinois
$1.36M
WHG
574
Westwood Holdings Group
Texas
$1.36M
FCFC
575
First Commonwealth Financial Corp
Pennsylvania
$1.35M