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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
PTC
576
Private Trust Company
Ohio
$1.05M
PI
577
PFG Investments
New York
$1.05M
CAAS
578
Capital Asset Advisory Services
Michigan
$1.04M
KRSITF
579
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.04M
Nomura Holdings
580
Nomura Holdings
Japan
$1.04M
RPC
581
Rossmore Private Capital
Connecticut
$1.04M
CL
582
CLG LLC
California
$1.03M
IAN
583
Integrated Advisors Network
Texas
$1.02M
MYAM
584
Meiji Yasuda Asset Management
Japan
$1.02M
BC
585
Burney Company
Virginia
$1.01M
CA
586
Clearstead Advisors
Ohio
$1.01M
PWM
587
Perigon Wealth Management
California
$1.01M
Capstone Investment Advisors
588
Capstone Investment Advisors
New York
$980K
MFS
589
Monetta Financial Services
Illinois
$979K
QPW
590
Quantum Private Wealth
Florida
$972K
SIA
591
Sit Investment Associates
Minnesota
$972K
WPC
592
Wedmont Private Capital
Pennsylvania
$970K
MPWT
593
MassMutual Private Wealth & Trust
Connecticut
$970K
BMC
594
Beaton Management Company
Massachusetts
$967K
WANY
595
Wealthspire Advisors (New York)
New York
$967K
RIM
596
Rakuten Investment Management
Japan
$964K
VCA
597
Verdence Capital Advisors
Maryland
$960K
MMM
598
Mendel Money Management
Illinois
$953K
FMN
599
Financial Management Network
California
$951K
WS
600
Wedbush Securities
California
$950K