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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
WAP
801
Wealthcare Advisory Partners
Pennsylvania
$422K
CWS
802
Confluence Wealth Services
Pennsylvania
$422K
TWP
803
Tyche Wealth Partners
Texas
$419K
SLG
804
Stanley-Laman Group
Pennsylvania
$418K
KP
805
Keel Point
Alabama
$417K
SIAG
806
Safeguard Investment Advisory Group
California
$415K
SW
807
SVB Wealth
Massachusetts
$413K
PA
808
Profund Advisors
Maryland
$413K
SFS
809
Sowell Financial Services
Arkansas
$412K
PMG
810
ProVise Management Group
Florida
$411K
RSWM
811
Robertson Stephens Wealth Management
California
$410K
SAI
812
Savvy Advisors Inc
New York
$410K
VAM
813
Verity Asset Management
North Carolina
$410K
FCT
814
First Community Trust
Iowa
$408K
WIA
815
World Investment Advisors
California
$407K
LIA
816
LS Investment Advisors
Michigan
$407K
ABC
817
Associated Banc-Corp
Wisconsin
$406K
CFG
818
Copley Financial Group
California
$405K
FC
819
FORA Capital
Florida
$405K
MS
820
Madden Securities
Texas
$404K
HCM
821
Hengehold Capital Management
Ohio
$403K
HCP
822
Hardin Capital Partners
South Carolina
$402K
PP
823
Pacifica Partners
Canada
$401K
SWP
824
Sagespring Wealth Partners
Tennessee
$401K
BBHC
825
Brown Brothers Harriman & Co
New York
$400K