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Rockwell Automation

1,273 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 435 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 435

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,273
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
SCM
626
SCS Capital Management
Massachusetts
$821K
CIA
627
Choate Investment Advisors
Massachusetts
$819K
MA
628
Mutual Advisors
Nebraska
$814K
CAM
629
Congress Asset Management
Massachusetts
$812K
ITFISA
630
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$807K
VI
631
Vestcor Inc
New Brunswick, Canada
$800K
CIA
632
Capital Investment Advisors
Georgia
$798K
AIM
633
Acropolis Investment Management
Missouri
$796K
QI
634
Qtron Investments
Massachusetts
$792K
CAS
635
Coppell Advisory Solutions
Texas
$791K
DA
636
Drake & Associates
Wisconsin
$779K
FWCM
637
Ferguson Wellman Capital Management
Oregon
$777K
AFG
638
Atomi Financial Group
New York
$776K
HI
639
Horizon Investments
North Carolina
$774K
SCA
640
Snowden Capital Advisors
New York
$769K
HFS
641
Hoge Financial Services
Pennsylvania
$767K
SFI
642
Siemens Fonds Invest
Germany
$764K
SAM
643
Silvercrest Asset Management
New York
$745K
CFP
644
Cascade Financial Partners
California
$741K
VCM
645
Voleon Capital Management
California
$738K
MA
646
MCF Advisors
Kentucky
$735K
BCM
647
Birmingham Capital Management
Alabama
$734K
NRS
648
Neville Rodie & Shaw
New York
$734K
CPCPP
649
Canada Post Corporation Pension Plan
Canada
$732K
SFS
650
Stiles Financial Services
Minnesota
$732K