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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
MOS
776
MGO One Seven
Ohio
$455K
CA
777
Cullinan Associates
Kentucky
$454K
VBCG
778
Valley Brook Capital Group
Pennsylvania
$454K
VAS
779
Vestmark Advisory Solutions
Massachusetts
$452K
FA
780
Fiduciary Alliance
South Carolina
$450K
GVAG
781
Great Valley Advisor Group
Delaware
$447K
RCAG
782
Rehmann Capital Advisory Group
Michigan
$446K
HH
783
Hilltop Holdings
Texas
$445K
CFS
784
Cannon Financial Strategists
Georgia
$443K
HIP
785
HUB Investment Partners
Texas
$442K
BIM
786
Bridges Investment Management
Nebraska
$438K
SPIA
787
Steward Partners Investment Advisory
New York
$438K
WWG
788
West Wealth Group
California
$437K
CA
789
Centerpoint Advisors
Massachusetts
$437K
FTWA
790
Fifth Third Wealth Advisors
Ohio
$436K
1WM
791
1900 Wealth Management
Texas
$435K
CSIC
792
Clifford Swan Investment Counsel
California
$435K
CCA
793
Checchi Capital Advisers
California
$429K
NL
794
Navalign LLC
California
$428K
Hudson Bay Capital Management
795
Hudson Bay Capital Management
Connecticut
$428K
SAM
796
Steinberg Asset Management
New York
$427K
BTI
797
Blue Trust Inc
Georgia
$425K
FAG
798
Fortitude Advisory Group
Washington
$423K
CGA
799
Crescent Grove Advisors
Illinois
$423K
TCBWMS
800
Texas Capital Bank Wealth Management Services
Texas
$423K