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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
PWP
751
Parkwoods Wealth Partners
New York
$499K
CCC
752
Chesapeake Capital Corp
Florida
$498K
FFP
753
FourThought Financial Partners
Florida
$498K
NFG
754
Nations Financial Group
Iowa
$496K
VT
755
Vise Technologies
New York
$493K
NRWA
756
North Ridge Wealth Advisors
Oregon
$493K
CAM
757
Costello Asset Management
Pennsylvania
$489K
BCA
758
Bay Colony Advisors
Massachusetts
$488K
JIC
759
Johnson Investment Counsel
Ohio
$484K
JSSH
760
J. Safra Sarasin Holding
$484K
DWM
761
Dakota Wealth Management
Florida
$482K
PMSA
762
Patrick M. Sweeney & Associates
Illinois
$478K
GI
763
GLOBALT Investments
Georgia
$477K
HCM
764
Hutchinson Capital Management
California
$474K
FFA
765
Founders Financial Alliance
North Carolina
$473K
PA
766
Parallel Advisors
California
$471K
HI
767
Harbour Investments
Wisconsin
$466K
RMP
768
Richards, Merrill & Peterson
Washington
$466K
FRA
769
Frank Rimerman Advisors
California
$465K
RMC
770
Resources Management Corp
Connecticut
$465K
JF
771
Jump Financial
Illinois
$462K
PP
772
Patron Partners
Texas
$462K
MAS
773
Meeder Advisory Services
Ohio
$460K
BFA
774
Brown Financial Advisors
Ohio
$459K
FAM
775
Formidable Asset Management
Ohio
$458K