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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
HT
551
Heritage Trust
Oklahoma
$1.17M
CWM
552
Connecticut Wealth Management
Connecticut
$1.16M
BBVA
553
Banco Bilbao Vizcaya Argentaria
Spain
$1.15M
RWP
554
RWA Wealth Partners
Massachusetts
$1.14M
RGC
555
Regents Gate Capital
United Kingdom
$1.14M
SA
556
Sovran Advisors
California
$1.13M
NW
557
NewEdge Wealth
Pennsylvania
$1.13M
TPW
558
Transatlantique Private Wealth
New York
$1.13M
EH
559
Equitable Holdings
New York
$1.13M
FFA
560
First Foundation Advisors
California
$1.11M
FCM
561
Fire Capital Management
California
$1.11M
AWF
562
Alpha Wealth Funds
Utah
$1.11M
GI
563
GAMMA Investing
California
$1.11M
TAM
564
Trillium Asset Management
Massachusetts
$1.1M
UCI
565
Uncommon Cents Investing
Wisconsin
$1.09M
MIP
566
Marietta Investment Partners
Wisconsin
$1.09M
WI
567
Wahed Invest
New York
$1.08M
SCM
568
Sandler Capital Management
New York
$1.08M
Carson Wealth (CWM LLC)
569
Carson Wealth (CWM LLC)
Nebraska
$1.07M
GRP
570
Global Retirement Partners
California
$1.07M
SCA
571
Stonebridge Capital Advisors
Minnesota
$1.06M
MSA
572
MUFG Securities Americas
New York
$1.06M
BPA
573
Beacon Pointe Advisors
California
$1.06M
STAS
574
Strong Tower Advisory Services
Minnesota
$1.05M
RC
575
RBF Capital
California
$1.05M