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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
CICI
826
Capital Investment Counsel Inc
North Carolina
$386K
RWP
827
Revolve Wealth Partners
New Jersey
$384K
BIG
828
Brooklyn Investment Group
New York
$384K
WWM
829
WJ Wealth Management
Arizona
$383K
CI
830
Cigna Investments
Connecticut
$383K
IAIM
831
International Assets Investment Management
Florida
$382K
GAMC
832
Garner Asset Management Corp
Texas
$381K
R
833
Rebalance
California
$378K
JCM
834
Jacobi Capital Management
Pennsylvania
$377K
VC
835
Vicus Capital
Pennsylvania
$376K
RS
836
R Squared
Hong Kong
$376K
SB
837
Strategic Blueprint
Georgia
$373K
WMA
838
West Michigan Advisors
Michigan
$371K
BWFA
839
Baltimore-Washington Financial Advisors
Maryland
$371K
CW
840
CreativeOne Wealth
Kansas
$369K
EI
841
Ellevest Inc
New York
$369K
KFS
842
Kelly Financial Services
Massachusetts
$368K
IC
843
IEQ Capital
California
$367K
CLA
844
Carnegie Lake Advisors
New Jersey
$366K
CFA
845
Cahill Financial Advisors
Minnesota
$365K
PL
846
Plancorp LLC
Missouri
$365K
NP
847
NorthRock Partners
Minnesota
$364K
USCWA
848
U.S. Capital Wealth Advisors
Texas
$364K
LFAS
849
Level Four Advisory Services
Texas
$364K
SW
850
Simplicity Wealth
New Jersey
$363K