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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
CCG
701
Chatham Capital Group
Georgia
$606K
EWM
702
Evermay Wealth Management
Virginia
$606K
SWA
703
Strategies Wealth Advisors
Michigan
$598K
EWS
704
Eagle Wealth Strategies
New Jersey
$597K
SAM
705
Shell Asset Management
Netherlands
$595K
GCM
706
Gallacher Capital Management
Colorado
$594K
GAA
707
Global Assets Advisory
Florida
$592K
FFA
708
Frazier Financial Advisors
Ohio
$592K
MC
709
Moors & Cabot
Massachusetts
$590K
TCA
710
Transcend Capital Advisors
New Jersey
$589K
CA
711
Claro Advisors
Massachusetts
$586K
UWP
712
Uniting Wealth Partners
Kansas
$583K
SC
713
Syon Capital
California
$582K
BWM
714
BigSur Wealth Management
Florida
$582K
AB
715
ANB Bank
Colorado
$579K
TFG
716
Taylor Financial Group
Virginia
$576K
GC
717
Globeflex Capital
California
$571K
GLF
718
Groupe la Francaise
France
$571K
SF
719
Symphony Financial
Texas
$568K
WPW
720
Watershed Private Wealth
Illinois
$566K
HIA
721
HFM Investment Advisors
New Jersey
$563K
CWM
722
Crowley Wealth Management
Delaware
$563K
OKSA
723
O'Keefe Stevens Advisory
New York
$559K
WIM
724
Westside Investment Management
California
$559K
GAM
725
Groupama Asset Management
France
$557K