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Rockwell Automation

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 1,2671,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16%81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Man Group
51
Man Group
United Kingdom
$105M +$46.4M +134,313 +81%
N
52
Nuveen
North Carolina
$104M -$1.55M -4,475 -1%
Barclays
53
Barclays
United Kingdom
$104M -$37.7M -109,240 -27%
GLA
54
Great Lakes Advisors
Illinois
$98.5M -$779K -2,255 -0.8%
William Blair & Company
55
William Blair & Company
Illinois
$97.6M +$784K +2,270 +0.8%
Prudential Financial
56
Prudential Financial
New Jersey
$96.9M -$5.14M -14,889 -5%
Canada Life
57
Canada Life
Manitoba, Canada
$96.8M +$14.5M +42,099 +18%
Squarepoint
58
Squarepoint
New York
$93.5M +$21.8M +63,034 +31%
Wells Fargo
59
Wells Fargo
California
$93.3M -$930K -2,693 -1%
Jennison Associates
60
Jennison Associates
New York
$91.8M +$65.6M +190,034 +261%
Schroder Investment Management Group
61
Schroder Investment Management Group
United Kingdom
$89.6M +$56.2M +162,805 +167%
SCM
62
Sterling Capital Management
North Carolina
$87.3M -$10.6M -30,807 -11%
HNB
63
Huntington National Bank
Ohio
$86.2M +$6.36M +18,419 +8%
Assenagon Asset Management
64
Assenagon Asset Management
Luxembourg
$82.2M +$11.2M +32,519 +16%
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$80.6M +$18.1M +52,510 +29%
HSBC Holdings
66
HSBC Holdings
United Kingdom
$80.1M +$13.2M +38,320 +20%
FFM
67
Fullerton Fund Management
Singapore
$75M +$13.4M +38,705 +22%
RhumbLine Advisers
68
RhumbLine Advisers
Massachusetts
$74.9M -$156K -453 -0.2%
Envestnet Asset Management
69
Envestnet Asset Management
Illinois
$74.5M -$4.97M -14,391 -6%
Stifel Financial
70
Stifel Financial
Missouri
$73.9M -$1.11M -3,207 -1%
Westfield Capital Management
71
Westfield Capital Management
Massachusetts
$71.4M -$3.57M -10,345 -5%
RMCM
72
Reynders McVeigh Capital Management
Massachusetts
$70.4M +$798K +2,311 +1%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$69.5M +$4.1M +11,883 +6%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$69.3M +$2.42M +6,995 +4%
BHIA
75
Birch Hill Investment Advisors
Massachusetts
$68.4M -$552K -1,598 -0.8%