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Rockwell Automation

1,285 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, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
VCP
626
Verus Capital Partners
Arizona
$844K
MA
627
MONECO Advisors
Connecticut
$841K
CCG
628
Ceeto Capital Group
Florida
$839K
NSIM
629
North Star Investment Management
Illinois
$838K
MAM
630
Mystic Asset Management
Rhode Island
$833K
CIA
631
Concurrent Investment Advisors
Florida
$826K
EPIM
632
Evelyn Partners Investment Management
$822K
SCM
633
SCS Capital Management
Massachusetts
$821K
CIA
634
Choate Investment Advisors
Massachusetts
$819K
MA
635
Mutual Advisors
Nebraska
$814K
CAM
636
Congress Asset Management
Massachusetts
$812K
ITFISA
637
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$807K
VI
638
Vestcor Inc
New Brunswick, Canada
$800K
CIA
639
Capital Investment Advisors
Georgia
$798K
AIM
640
Acropolis Investment Management
Missouri
$796K
QI
641
Qtron Investments
Massachusetts
$792K
CAS
642
Coppell Advisory Solutions
Texas
$791K
DA
643
Drake & Associates
Wisconsin
$779K
FWCM
644
Ferguson Wellman Capital Management
Oregon
$777K
AFG
645
Atomi Financial Group
New York
$776K
HI
646
Horizon Investments
North Carolina
$774K
SCA
647
Snowden Capital Advisors
New York
$769K
HFS
648
Hoge Financial Services
Pennsylvania
$767K
SFI
649
Siemens Fonds Invest
Germany
$764K
SAM
650
Silvercrest Asset Management
New York
$745K