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Rockwell Automation

1,273 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 435 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 435

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,273
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
PA
676
Procyon Advisors
Connecticut
$644K
SLI
677
Sumitomo Life Insurance
Japan
$640K
SIG
678
Stonegate Investment Group
Alabama
$636K
S
679
SignatureFD
Georgia
$634K
MHIC
680
Marble Harbor Investment Counsel
Massachusetts
$629K
TCOV
681
Trust Company of Vermont
Vermont
$628K
FFN
682
Focus Financial Network
Minnesota
$625K
EWM
683
Empirical Wealth Management
Washington
$625K
DIP
684
Davis Investment Partners
North Carolina
$624K
PFA
685
Pure Financial Advisors
California
$623K
APWM
686
Argonautica Private Wealth Management
Massachusetts
$622K
CFO
687
Callan Family Office
Pennsylvania
$621K
MWM
688
Moran Wealth Management
Florida
$619K
EIG
689
Ellenbecker Investment Group
Wisconsin
$613K
KPF
690
K2 Principal Fund
Ontario, Canada
$612K
TPCW
691
TD Private Client Wealth
New York
$609K
OCM
692
One Capital Management
California
$608K
CCG
693
Chatham Capital Group
Georgia
$606K
EWM
694
Evermay Wealth Management
Virginia
$606K
SWA
695
Strategies Wealth Advisors
Michigan
$598K
EWS
696
Eagle Wealth Strategies
New Jersey
$597K
SAM
697
Shell Asset Management
Netherlands
$595K
GCM
698
Gallacher Capital Management
Colorado
$594K
GAA
699
Global Assets Advisory
Florida
$592K
FFA
700
Frazier Financial Advisors
Ohio
$592K