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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
TM
676
TigerOak Management
New Mexico
$659K
IA
677
IFP Advisors
Florida
$659K
PHIC
678
Pine Haven Investment Counsel
Massachusetts
$658K
GC
679
Grimes & Company
Massachusetts
$657K
BP
680
Ballentine Partners
Massachusetts
$650K
MIM
681
MTM Investment Management
South Carolina
$649K
GCM
682
Graham Capital Management
Connecticut
$648K
PF
683
Phoenix Financial
Israel
$644K
PA
684
Procyon Advisors
Connecticut
$644K
SLI
685
Sumitomo Life Insurance
Japan
$640K
SIG
686
Stonegate Investment Group
Alabama
$636K
S
687
SignatureFD
Georgia
$634K
MHIC
688
Marble Harbor Investment Counsel
Massachusetts
$629K
TCOV
689
Trust Company of Vermont
Vermont
$628K
FFN
690
Focus Financial Network
Minnesota
$625K
EWM
691
Empirical Wealth Management
Washington
$625K
DIP
692
Davis Investment Partners
North Carolina
$624K
PFA
693
Pure Financial Advisors
California
$623K
APWM
694
Argonautica Private Wealth Management
Massachusetts
$622K
CFO
695
Callan Family Office
Pennsylvania
$621K
MWM
696
Moran Wealth Management
Florida
$619K
EIG
697
Ellenbecker Investment Group
Wisconsin
$613K
KPF
698
K2 Principal Fund
Ontario, Canada
$612K
TPCW
699
TD Private Client Wealth
New York
$609K
OCM
700
One Capital Management
California
$608K