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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
MFG
601
Merit Financial Group
Georgia
$949K
FI
602
Finivi Inc
Massachusetts
$946K
SACTSONJ
603
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$944K
TRCT
604
Tower Research Capital (TRC)
New York
$939K
AC
605
Apella Capital
Connecticut
$931K
HIM
606
Hillsdale Investment Management
Ontario, Canada
$926K
CWP
607
Cyndeo Wealth Partners
Florida
$912K
ET
608
Equitable Trust
Tennessee
$908K
GSWM
609
Golden State Wealth Management
California
$907K
UB
610
UMB Bank
Missouri
$907K
AAS
611
Ameritas Advisory Services
Nebraska
$906K
WWM
612
Western Wealth Management
Colorado
$902K
RBI
613
Raiffeisen Bank International
Austria
$898K
FFA
614
Farther Finance Advisors
California
$887K
WI
615
WBI Investments
New Jersey
$882K
VFA
616
Valeo Financial Advisors
Indiana
$880K
MAWA
617
Moss Adams Wealth Advisors
Washington
$879K
QCM
618
QRG Capital Management
Illinois
$876K
AA
619
ALPS Advisors
Colorado
$873K
Wellington Management Group
620
Wellington Management Group
Massachusetts
$869K
KA
621
Kintegral Advisory
New York
$866K
LNWWM
622
Laird Norton Wetherby Wealth Management
California
$863K
WA
623
Waverly Advisors
Alabama
$861K
WT
624
Whittier Trust
California
$858K
ICP
625
Interchange Capital Partners
Pennsylvania
$856K