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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
UFF
726
USA Financial Formulas
Michigan
$557K
XF
727
XML Financial
Maryland
$557K
GC
728
Guggenheim Capital
Illinois
$553K
GWMR
729
GC Wealth Management RIA
Massachusetts
$553K
AssetMark Inc
730
AssetMark Inc
California
$553K
MA
731
Montag & Associates
Georgia
$552K
1SB
732
1ST Source Bank
Indiana
$551K
CSA
733
Cottage Street Advisors
Massachusetts
$550K
EWM
734
Evercore Wealth Management
New York
$546K
HI
735
Hoey Investments
Pennsylvania
$542K
HAIM
736
Hunter Associates Investment Management
Pennsylvania
$541K
AAS
737
Annex Advisory Services
Wisconsin
$534K
Empower Advisory Group
738
Empower Advisory Group
Colorado
$533K
MNA
739
Manning & Napier Advisors
New York
$528K
MSA
740
Marathon Strategic Advisors
Pennsylvania
$524K
CI
741
Corient IA
Florida
$524K
BF
742
BOK Financial
Oklahoma
$523K
APA
743
Astoria Portfolio Advisors
New York
$519K
BJL
744
Brighton Jones LLC
Washington
$515K
CT
745
Clearstead Trust
Maine
$513K
BRWA
746
B. Riley Wealth Advisors
Florida
$511K
QIM
747
Quantitative Investment Management
Virginia
$511K
TWM
748
Trueblood Wealth Management
Ohio
$508K
AC
749
AlphaCore Capital
California
$506K
DWP
750
Daymark Wealth Partners
Ohio
$501K