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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
FAG
801
Fortitude Advisory Group
Washington
$423K
CGA
802
Crescent Grove Advisors
Illinois
$423K
TCBWMS
803
Texas Capital Bank Wealth Management Services
Texas
$423K
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$422K
CWS
805
Confluence Wealth Services
Pennsylvania
$422K
TWP
806
Tyche Wealth Partners
Texas
$419K
SLG
807
Stanley-Laman Group
Pennsylvania
$418K
KP
808
Keel Point
Alabama
$417K
SIAG
809
Safeguard Investment Advisory Group
California
$415K
SW
810
SVB Wealth
Massachusetts
$413K
PA
811
Profund Advisors
Maryland
$413K
SFS
812
Sowell Financial Services
Arkansas
$412K
PMG
813
ProVise Management Group
Florida
$411K
RSWM
814
Robertson Stephens Wealth Management
California
$410K
SAI
815
Savvy Advisors Inc
New York
$410K
VAM
816
Verity Asset Management
North Carolina
$410K
FCT
817
First Community Trust
Iowa
$408K
WIA
818
World Investment Advisors
California
$407K
LIA
819
LS Investment Advisors
Michigan
$407K
ABC
820
Associated Banc-Corp
Wisconsin
$406K
CFG
821
Copley Financial Group
California
$405K
FC
822
FORA Capital
Florida
$405K
MS
823
Madden Securities
Texas
$404K
HCM
824
Hengehold Capital Management
Ohio
$403K
HCP
825
Hardin Capital Partners
South Carolina
$402K