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Rockwell Automation

1,291 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, 453 increasing their positions, 437 reducing their positions, and 87 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
SAM
676
Smartleaf Asset Management
Massachusetts
$669K
QCG
677
Quadrant Capital Group
Ohio
$667K
SCP
678
Sender Company & Partners
New York
$664K
TM
679
TigerOak Management
New Mexico
$659K
PHIC
680
Pine Haven Investment Counsel
Massachusetts
$658K
GC
681
Grimes & Company
Massachusetts
$657K
BP
682
Ballentine Partners
Massachusetts
$650K
MIM
683
MTM Investment Management
South Carolina
$649K
GCM
684
Graham Capital Management
Connecticut
$648K
PF
685
Phoenix Financial
Israel
$644K
PA
686
Procyon Advisors
Connecticut
$644K
SLI
687
Sumitomo Life Insurance
Japan
$640K
SIG
688
Stonegate Investment Group
Alabama
$636K
S
689
SignatureFD
Georgia
$634K
MHIC
690
Marble Harbor Investment Counsel
Massachusetts
$629K
TCOV
691
Trust Company of Vermont
Vermont
$628K
FFN
692
Focus Financial Network
Minnesota
$625K
EWM
693
Empirical Wealth Management
Washington
$625K
DIP
694
Davis Investment Partners
North Carolina
$624K
PFA
695
Pure Financial Advisors
California
$623K
APWM
696
Argonautica Private Wealth Management
Massachusetts
$622K
CFO
697
Callan Family Office
Pennsylvania
$621K
MWM
698
Moran Wealth Management
Florida
$619K
EIG
699
Ellenbecker Investment Group
Wisconsin
$613K
KPF
700
K2 Principal Fund
Ontario, Canada
$612K