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Rockwell Automation

1,272 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, 434 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: 434

2.01% less ownership

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

Holders
1,272
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
N
51
Nuveen
North Carolina
$104M
Barclays
52
Barclays
United Kingdom
$104M
GLA
53
Great Lakes Advisors
Illinois
$98.5M
William Blair & Company
54
William Blair & Company
Illinois
$97.6M
Prudential Financial
55
Prudential Financial
New Jersey
$96.9M
Canada Life
56
Canada Life
Manitoba, Canada
$96.8M
Squarepoint
57
Squarepoint
New York
$93.5M
Wells Fargo
58
Wells Fargo
California
$93.3M
Jennison Associates
59
Jennison Associates
New York
$91.8M
Schroder Investment Management Group
60
Schroder Investment Management Group
United Kingdom
$89.6M
SCM
61
Sterling Capital Management
North Carolina
$87.3M
HNB
62
Huntington National Bank
Ohio
$86.2M
Assenagon Asset Management
63
Assenagon Asset Management
Luxembourg
$82.2M
Canada Pension Plan Investment Board
64
Canada Pension Plan Investment Board
Ontario, Canada
$80.6M
HSBC Holdings
65
HSBC Holdings
United Kingdom
$80.1M
FFM
66
Fullerton Fund Management
Singapore
$75M
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$74.9M
Envestnet Asset Management
68
Envestnet Asset Management
Illinois
$74.5M
Stifel Financial
69
Stifel Financial
Missouri
$73.9M
Westfield Capital Management
70
Westfield Capital Management
Massachusetts
$71.4M
RMCM
71
Reynders McVeigh Capital Management
Massachusetts
$70.4M
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$69.5M
Fidelity Investments
73
Fidelity Investments
Massachusetts
$69.3M
BHIA
74
Birch Hill Investment Advisors
Massachusetts
$68.4M
Los Angeles Capital Management
75
Los Angeles Capital Management
California
$63.9M