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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
WT
626
Whittier Trust
California
$858K
ICP
627
Interchange Capital Partners
Pennsylvania
$856K
VCP
628
Verus Capital Partners
Arizona
$844K
MA
629
MONECO Advisors
Connecticut
$841K
CCG
630
Ceeto Capital Group
Florida
$839K
NSIM
631
North Star Investment Management
Illinois
$838K
MAM
632
Mystic Asset Management
Rhode Island
$833K
CIA
633
Concurrent Investment Advisors
Florida
$826K
EPIM
634
Evelyn Partners Investment Management
$822K
SCM
635
SCS Capital Management
Massachusetts
$821K
CIA
636
Choate Investment Advisors
Massachusetts
$819K
MA
637
Mutual Advisors
Nebraska
$814K
CAM
638
Congress Asset Management
Massachusetts
$812K
ITFISA
639
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$807K
VI
640
Vestcor Inc
New Brunswick, Canada
$800K
CIA
641
Capital Investment Advisors
Georgia
$798K
AIM
642
Acropolis Investment Management
Missouri
$796K
QI
643
Qtron Investments
Massachusetts
$792K
CAS
644
Coppell Advisory Solutions
Texas
$791K
DA
645
Drake & Associates
Wisconsin
$779K
FWCM
646
Ferguson Wellman Capital Management
Oregon
$777K
AFG
647
Atomi Financial Group
New York
$776K
HI
648
Horizon Investments
North Carolina
$774K
SCA
649
Snowden Capital Advisors
New York
$769K
HFS
650
Hoge Financial Services
Pennsylvania
$767K