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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
SWP
826
Sagespring Wealth Partners
Tennessee
$401K
BBHC
827
Brown Brothers Harriman & Co
New York
$400K
CWG
828
Cornerstone Wealth Group
North Carolina
$400K
BCM
829
Brookstone Capital Management
Illinois
$398K
CPCP
830
Cedar Point Capital Partners
Iowa
$396K
BBL
831
Beck Bode LLC
Massachusetts
$395K
BPFA
832
Barnes Pettey Financial Advisors
Mississippi
$394K
MIA
833
MainStreet Investment Advisors
Illinois
$393K
DG
834
DMC Group
Alabama
$391K
TAM
835
Tealwood Asset Management
Minnesota
$391K
JCM
836
Janney Capital Management
Pennsylvania
$389K
CICI
837
Capital Investment Counsel Inc
North Carolina
$386K
RWP
838
Revolve Wealth Partners
New Jersey
$384K
BIG
839
Brooklyn Investment Group
New York
$384K
WWM
840
WJ Wealth Management
Arizona
$383K
CI
841
Cigna Investments
Connecticut
$383K
IAIM
842
International Assets Investment Management
Florida
$382K
GAMC
843
Garner Asset Management Corp
Texas
$381K
R
844
Rebalance
California
$378K
JCM
845
Jacobi Capital Management
Pennsylvania
$377K
VC
846
Vicus Capital
Pennsylvania
$376K
RS
847
R Squared
Hong Kong
$376K
SB
848
Strategic Blueprint
Georgia
$373K
WMA
849
West Michigan Advisors
Michigan
$371K
BWFA
850
Baltimore-Washington Financial Advisors
Maryland
$371K