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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
MIP
601
Marietta Investment Partners
Wisconsin
$1.22M
UCI
602
Uncommon Cents Investing
Wisconsin
$1.21M
SC
603
Savant Capital
Illinois
$1.2M
SCA
604
Snowden Capital Advisors
New York
$1.2M
SAM
605
Securian Asset Management
Minnesota
$1.2M
AC
606
Apella Capital
Connecticut
$1.2M
MC
607
Moors & Cabot
Massachusetts
$1.19M
CIM
608
Corda Investment Management
Texas
$1.18M
CA
609
Clearstead Advisors
Ohio
$1.18M
EWM
610
Empirical Wealth Management
Washington
$1.18M
MSA
611
MUFG Securities Americas
New York
$1.18M
PWM
612
Perigon Wealth Management
California
$1.17M
FCBT
613
First Citizens Bank & Trust
North Carolina
$1.17M
TCOV
614
Trust Company of Vermont
Vermont
$1.17M
RC
615
RBF Capital
California
$1.17M
BPCE
616
Bank Pictet & Cie (Europe)
Germany
$1.16M
FCM
617
Fire Capital Management
California
$1.16M
WI
618
Wahed Invest
New York
$1.16M
KRSITF
619
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.16M
RPC
620
Rossmore Private Capital
Connecticut
$1.15M
CL
621
CLG LLC
California
$1.14M
CIA
622
Capital Investment Advisors
Georgia
$1.12M
WAP
623
Wealthcare Advisory Partners
Pennsylvania
$1.12M
FFA
624
Farther Finance Advisors
California
$1.12M
SCA
625
Stonebridge Capital Advisors
Minnesota
$1.11M