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Rockwell Automation

1,291 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, 453 increasing their positions, 437 reducing their positions, and 87 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
MMM
601
Mendel Money Management
Illinois
$953K
FMN
602
Financial Management Network
California
$951K
WS
603
Wedbush Securities
California
$950K
MFG
604
Merit Financial Group
Georgia
$949K
FI
605
Finivi Inc
Massachusetts
$946K
SACTSONJ
606
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$944K
TRCT
607
Tower Research Capital (TRC)
New York
$939K
AC
608
Apella Capital
Connecticut
$931K
HIM
609
Hillsdale Investment Management
Ontario, Canada
$926K
CWP
610
Cyndeo Wealth Partners
Florida
$912K
ET
611
Equitable Trust
Tennessee
$908K
GSWM
612
Golden State Wealth Management
California
$907K
UB
613
UMB Bank
Missouri
$907K
AAS
614
Ameritas Advisory Services
Nebraska
$906K
WWM
615
Western Wealth Management
Colorado
$902K
RBI
616
Raiffeisen Bank International
Austria
$898K
FFA
617
Farther Finance Advisors
California
$887K
WI
618
WBI Investments
New Jersey
$882K
VFA
619
Valeo Financial Advisors
Indiana
$880K
MAWA
620
Moss Adams Wealth Advisors
Washington
$879K
QCM
621
QRG Capital Management
Illinois
$876K
AA
622
ALPS Advisors
Colorado
$873K
Wellington Management Group
623
Wellington Management Group
Massachusetts
$869K
KA
624
Kintegral Advisory
New York
$866K
LNWWM
625
Laird Norton Wetherby Wealth Management
California
$863K