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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
PMG
801
ProVise Management Group
Florida
$411K
RSWM
802
Robertson Stephens Wealth Management
California
$410K
SAI
803
Savvy Advisors Inc
New York
$410K
VAM
804
Verity Asset Management
North Carolina
$410K
FCT
805
First Community Trust
Iowa
$408K
WIA
806
World Investment Advisors
California
$407K
LIA
807
LS Investment Advisors
Michigan
$407K
ABC
808
Associated Banc-Corp
Wisconsin
$406K
CFG
809
Copley Financial Group
California
$405K
FC
810
FORA Capital
Florida
$405K
MS
811
Madden Securities
Texas
$404K
HCM
812
Hengehold Capital Management
Ohio
$403K
HCP
813
Hardin Capital Partners
South Carolina
$402K
PP
814
Pacifica Partners
Canada
$401K
SWP
815
Sagespring Wealth Partners
Tennessee
$401K
BBHC
816
Brown Brothers Harriman & Co
New York
$400K
CWG
817
Cornerstone Wealth Group
North Carolina
$400K
BCM
818
Brookstone Capital Management
Illinois
$398K
CPCP
819
Cedar Point Capital Partners
Iowa
$396K
BBL
820
Beck Bode LLC
Massachusetts
$395K
BPFA
821
Barnes Pettey Financial Advisors
Mississippi
$394K
MIA
822
MainStreet Investment Advisors
Illinois
$393K
DG
823
DMC Group
Alabama
$391K
TAM
824
Tealwood Asset Management
Minnesota
$391K
JCM
825
Janney Capital Management
Pennsylvania
$389K