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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
CFP
651
Cascade Financial Partners
California
$741K
VCM
652
Voleon Capital Management
California
$738K
MA
653
MCF Advisors
Kentucky
$735K
BCM
654
Birmingham Capital Management
Alabama
$734K
NRS
655
Neville Rodie & Shaw
New York
$734K
CPCPP
656
Canada Post Corporation Pension Plan
Canada
$732K
SFS
657
Stiles Financial Services
Minnesota
$732K
HPC
658
HM Payson & Co
Maine
$724K
FLPIM
659
F.L. Putnam Investment Management
Massachusetts
$723K
IIC
660
Integrated Investment Consultants
Michigan
$722K
FCBT
661
First Citizens Bank & Trust
North Carolina
$721K
ACM
662
Advisors Capital Management
New Jersey
$721K
KWM
663
Kingsview Wealth Management
Oregon
$716K
GTAM
664
Global Trust Asset Management
Florida
$713K
IAS
665
Insigneo Advisory Services
Florida
$712K
LI
666
LRI Investments
Florida
$701K
AWM
667
AE Wealth Management
Kansas
$693K
AA
668
Argent Advisors
Louisiana
$693K
CG
669
Caprock Group
Idaho
$689K
LAM
670
LECAP Asset Management
United Kingdom
$681K
BC
671
Bayforest Capital
United Kingdom
$681K
HIMS
672
Hager Investment Management Services
New Hampshire
$670K
SAM
673
Smartleaf Asset Management
Massachusetts
$669K
QCG
674
Quadrant Capital Group
Ohio
$667K
SCP
675
Sender Company & Partners
New York
$664K