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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
OKSA
726
O'Keefe Stevens Advisory
New York
$559K
WIM
727
Westside Investment Management
California
$559K
GAM
728
Groupama Asset Management
France
$557K
UFF
729
USA Financial Formulas
Michigan
$557K
XF
730
XML Financial
Maryland
$557K
GC
731
Guggenheim Capital
Illinois
$553K
GWMR
732
GC Wealth Management RIA
Massachusetts
$553K
AssetMark Inc
733
AssetMark Inc
California
$553K
MA
734
Montag & Associates
Georgia
$552K
1SB
735
1ST Source Bank
Indiana
$551K
CSA
736
Cottage Street Advisors
Massachusetts
$550K
EWM
737
Evercore Wealth Management
New York
$546K
HI
738
Hoey Investments
Pennsylvania
$542K
HAIM
739
Hunter Associates Investment Management
Pennsylvania
$541K
AAS
740
Annex Advisory Services
Wisconsin
$534K
Empower Advisory Group
741
Empower Advisory Group
Colorado
$533K
MNA
742
Manning & Napier Advisors
New York
$528K
MSA
743
Marathon Strategic Advisors
Pennsylvania
$524K
CI
744
Corient IA
Florida
$524K
BF
745
BOK Financial
Oklahoma
$523K
APA
746
Astoria Portfolio Advisors
New York
$519K
BJL
747
Brighton Jones LLC
Washington
$515K
CT
748
Clearstead Trust
Maine
$513K
BRWA
749
B. Riley Wealth Advisors
Florida
$511K
QIM
750
Quantitative Investment Management
Virginia
$511K