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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
AI
576
Atria Investments
North Carolina
$1.35M
PTC
577
Private Trust Company
Ohio
$1.34M
CWM
578
Connecticut Wealth Management
Connecticut
$1.34M
HAG
579
HighPoint Advisor Group
Illinois
$1.34M
PWAM
580
Private Wealth Asset Management
Iowa
$1.33M
BC
581
Burney Company
Virginia
$1.33M
FPAS
582
Focus Partners Advisor Solutions
Missouri
$1.32M
EH
583
Equitable Holdings
New York
$1.31M
HT
584
Heritage Trust
Oklahoma
$1.31M
HIP
585
HUB Investment Partners
Texas
$1.3M
TPW
586
Transatlantique Private Wealth
New York
$1.3M
RWP
587
RWA Wealth Partners
Massachusetts
$1.29M
JSSH
588
J. Safra Sarasin Holding
$1.28M
PTFIS
589
Pekao Towarzystwo Funduszy Inwestycyjnych SA
$1.27M
MA
590
MCF Advisors
Kentucky
$1.26M
GRP
591
Global Retirement Partners
California
$1.25M
FFA
592
First Foundation Advisors
California
$1.24M
STAS
593
Strong Tower Advisory Services
Minnesota
$1.23M
PI
594
PFG Investments
New York
$1.23M
CAAS
595
Capital Asset Advisory Services
Michigan
$1.23M
BPA
596
Beacon Pointe Advisors
California
$1.23M
AWF
597
Alpha Wealth Funds
Utah
$1.23M
WS
598
Wedbush Securities
California
$1.23M
VT
599
Vise Technologies
New York
$1.22M
WPC
600
Wedmont Private Capital
Pennsylvania
$1.22M