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Rockwell Automation

1,273 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, 435 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: 435

2.01% less ownership

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

Holders
1,273
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
JIC
751
Johnson Investment Counsel
Ohio
$484K
JSSH
752
J. Safra Sarasin Holding
$484K
DWM
753
Dakota Wealth Management
Florida
$482K
PMSA
754
Patrick M. Sweeney & Associates
Illinois
$478K
GI
755
GLOBALT Investments
Georgia
$477K
HCM
756
Hutchinson Capital Management
California
$474K
FFA
757
Founders Financial Alliance
North Carolina
$473K
PA
758
Parallel Advisors
California
$471K
HI
759
Harbour Investments
Wisconsin
$466K
RMP
760
Richards, Merrill & Peterson
Washington
$466K
FRA
761
Frank Rimerman Advisors
California
$465K
RMC
762
Resources Management Corp
Connecticut
$465K
JF
763
Jump Financial
Illinois
$462K
PP
764
Patron Partners
Texas
$462K
MAS
765
Meeder Advisory Services
Ohio
$460K
BFA
766
Brown Financial Advisors
Ohio
$459K
FAM
767
Formidable Asset Management
Ohio
$458K
MOS
768
MGO One Seven
Ohio
$455K
CA
769
Cullinan Associates
Kentucky
$454K
VBCG
770
Valley Brook Capital Group
Pennsylvania
$454K
VAS
771
Vestmark Advisory Solutions
Massachusetts
$452K
FA
772
Fiduciary Alliance
South Carolina
$450K
GVAG
773
Great Valley Advisor Group
Delaware
$447K
RCAG
774
Rehmann Capital Advisory Group
Michigan
$446K
HH
775
Hilltop Holdings
Texas
$445K