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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
MAS
776
Meeder Advisory Services
Ohio
$460K
BFA
777
Brown Financial Advisors
Ohio
$459K
FAM
778
Formidable Asset Management
Ohio
$458K
MOS
779
MGO One Seven
Ohio
$455K
VBCG
780
Valley Brook Capital Group
Pennsylvania
$454K
CA
781
Cullinan Associates
Kentucky
$454K
VAS
782
Vestmark Advisory Solutions
Massachusetts
$452K
FA
783
Fiduciary Alliance
South Carolina
$450K
GVAG
784
Great Valley Advisor Group
Delaware
$447K
RCAG
785
Rehmann Capital Advisory Group
Michigan
$446K
HH
786
Hilltop Holdings
Texas
$445K
CFS
787
Cannon Financial Strategists
Georgia
$443K
HIP
788
HUB Investment Partners
Texas
$442K
BIM
789
Bridges Investment Management
Nebraska
$438K
SPIA
790
Steward Partners Investment Advisory
New York
$438K
WWG
791
West Wealth Group
California
$437K
CA
792
Centerpoint Advisors
Massachusetts
$437K
FTWA
793
Fifth Third Wealth Advisors
Ohio
$436K
1WM
794
1900 Wealth Management
Texas
$435K
CSIC
795
Clifford Swan Investment Counsel
California
$435K
CCA
796
Checchi Capital Advisers
California
$429K
NL
797
Navalign LLC
California
$428K
Hudson Bay Capital Management
798
Hudson Bay Capital Management
Connecticut
$428K
SAM
799
Steinberg Asset Management
New York
$427K
BTI
800
Blue Trust Inc
Georgia
$425K