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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
WA
626
Waverly Advisors
Alabama
$861K
WT
627
Whittier Trust
California
$858K
ICP
628
Interchange Capital Partners
Pennsylvania
$856K
VCP
629
Verus Capital Partners
Arizona
$844K
MA
630
MONECO Advisors
Connecticut
$841K
CCG
631
Ceeto Capital Group
Florida
$839K
NSIM
632
North Star Investment Management
Illinois
$838K
MAM
633
Mystic Asset Management
Rhode Island
$833K
CIA
634
Concurrent Investment Advisors
Florida
$826K
EPIM
635
Evelyn Partners Investment Management
$822K
SCM
636
SCS Capital Management
Massachusetts
$821K
CIA
637
Choate Investment Advisors
Massachusetts
$819K
MA
638
Mutual Advisors
Nebraska
$814K
CAM
639
Congress Asset Management
Massachusetts
$812K
ITFISA
640
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$807K
VI
641
Vestcor Inc
New Brunswick, Canada
$800K
CIA
642
Capital Investment Advisors
Georgia
$798K
AIM
643
Acropolis Investment Management
Missouri
$796K
QI
644
Qtron Investments
Massachusetts
$792K
CAS
645
Coppell Advisory Solutions
Texas
$791K
DA
646
Drake & Associates
Wisconsin
$779K
FWCM
647
Ferguson Wellman Capital Management
Oregon
$777K
AFG
648
Atomi Financial Group
New York
$776K
HI
649
Horizon Investments
North Carolina
$774K
SCA
650
Snowden Capital Advisors
New York
$769K