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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
TWM
751
Trueblood Wealth Management
Ohio
$508K
AC
752
AlphaCore Capital
California
$506K
DWP
753
Daymark Wealth Partners
Ohio
$501K
PWP
754
Parkwoods Wealth Partners
New York
$499K
CCC
755
Chesapeake Capital Corp
Florida
$498K
FFP
756
FourThought Financial Partners
Florida
$498K
NFG
757
Nations Financial Group
Iowa
$496K
VT
758
Vise Technologies
New York
$493K
NRWA
759
North Ridge Wealth Advisors
Oregon
$493K
CAM
760
Costello Asset Management
Pennsylvania
$489K
BCA
761
Bay Colony Advisors
Massachusetts
$488K
JIC
762
Johnson Investment Counsel
Ohio
$484K
JSSH
763
J. Safra Sarasin Holding
$484K
DWM
764
Dakota Wealth Management
Florida
$482K
PMSA
765
Patrick M. Sweeney & Associates
Illinois
$478K
GI
766
GLOBALT Investments
Georgia
$477K
HCM
767
Hutchinson Capital Management
California
$474K
FFA
768
Founders Financial Alliance
North Carolina
$473K
PA
769
Parallel Advisors
California
$471K
HI
770
Harbour Investments
Wisconsin
$466K
RMP
771
Richards, Merrill & Peterson
Washington
$466K
FRA
772
Frank Rimerman Advisors
California
$465K
RMC
773
Resources Management Corp
Connecticut
$465K
JF
774
Jump Financial
Illinois
$462K
PP
775
Patron Partners
Texas
$462K