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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
SA
626
Sovran Advisors
California
$1.11M
MA
627
MONECO Advisors
Connecticut
$1.1M
TAM
628
Trillium Asset Management
Massachusetts
$1.1M
MFS
629
Monetta Financial Services
Illinois
$1.09M
VSQM
630
V-Square Quantitative Management
Illinois
$1.08M
SIA
631
Sit Investment Associates
Minnesota
$1.08M
PA
632
Procyon Advisors
Connecticut
$1.08M
IAN
633
Integrated Advisors Network
Texas
$1.08M
QPW
634
Quantum Private Wealth
Florida
$1.08M
BMC
635
Beaton Management Company
Massachusetts
$1.08M
AA
636
ALPS Advisors
Colorado
$1.08M
CIA
637
Choate Investment Advisors
Massachusetts
$1.07M
AIM
638
Acropolis Investment Management
Missouri
$1.07M
MPWT
639
MassMutual Private Wealth & Trust
Connecticut
$1.07M
UB
640
UMB Bank
Missouri
$1.06M
FMN
641
Financial Management Network
California
$1.05M
SACTSONJ
642
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.05M
MYIA
643
Mount Yale Investment Advisors
Colorado
$1.05M
VFA
644
Valeo Financial Advisors
Indiana
$1.04M
USCWA
645
U.S. Capital Wealth Advisors
Texas
$1.04M
CWM
646
Calamos Wealth Management
Illinois
$1.03M
MMM
647
Mendel Money Management
Illinois
$1.02M
WI
648
WBI Investments
New Jersey
$1.02M
HIM
649
Hillsdale Investment Management
Ontario, Canada
$1.02M
SFI
650
Siemens Fonds Invest
Germany
$1.02M