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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
CWP
651
Cyndeo Wealth Partners
Florida
$1.01M
AAS
652
Ameritas Advisory Services
Nebraska
$996K
MAWA
653
Moss Adams Wealth Advisors
Washington
$996K
FI
654
Finivi Inc
Massachusetts
$985K
GSWM
655
Golden State Wealth Management
California
$973K
WT
656
Whittier Trust
California
$969K
WWM
657
Western Wealth Management
Colorado
$969K
MYAM
658
Meiji Yasuda Asset Management
Japan
$968K
MW
659
Marble Wealth
Alabama
$955K
TPWM
660
Torrey-Payne Wealth Management
California
$952K
MAS
661
Meeder Advisory Services
Ohio
$948K
KA
662
Kintegral Advisory
New York
$939K
AFG
663
Atomi Financial Group
New York
$937K
NSIM
664
North Star Investment Management
Illinois
$937K
CCG
665
Ceeto Capital Group
Florida
$934K
AWA
666
Aaron Wealth Advisors
Illinois
$930K
ICP
667
Interchange Capital Partners
Pennsylvania
$928K
VCP
668
Verus Capital Partners
Arizona
$927K
CFO
669
Callan Family Office
Pennsylvania
$925K
MAM
670
Mystic Asset Management
Rhode Island
$923K
EPIM
671
Evelyn Partners Investment Management
$915K
SCM
672
SCS Capital Management
Massachusetts
$914K
CAS
673
Coppell Advisory Solutions
Texas
$909K
CAM
674
Congress Asset Management
Massachusetts
$903K
ITFISA
675
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$899K