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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
TPCW
701
TD Private Client Wealth
New York
$609K
IA
702
IFP Advisors
Florida
$609K
OCM
703
One Capital Management
California
$608K
CCG
704
Chatham Capital Group
Georgia
$606K
EWM
705
Evermay Wealth Management
Virginia
$606K
SWA
706
Strategies Wealth Advisors
Michigan
$598K
EWS
707
Eagle Wealth Strategies
New Jersey
$597K
SAM
708
Shell Asset Management
Netherlands
$595K
GCM
709
Gallacher Capital Management
Colorado
$594K
GAA
710
Global Assets Advisory
Florida
$592K
FFA
711
Frazier Financial Advisors
Ohio
$592K
MC
712
Moors & Cabot
Massachusetts
$590K
TCA
713
Transcend Capital Advisors
New Jersey
$589K
CA
714
Claro Advisors
Massachusetts
$586K
UWP
715
Uniting Wealth Partners
Kansas
$583K
SC
716
Syon Capital
California
$582K
BWM
717
BigSur Wealth Management
Florida
$582K
AB
718
ANB Bank
Colorado
$579K
TFG
719
Taylor Financial Group
Virginia
$576K
GC
720
Globeflex Capital
California
$571K
GLF
721
Groupe la Francaise
France
$571K
SF
722
Symphony Financial
Texas
$568K
WPW
723
Watershed Private Wealth
Illinois
$566K
HIA
724
HFM Investment Advisors
New Jersey
$563K
CWM
725
Crowley Wealth Management
Delaware
$563K