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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
CWG
826
Cornerstone Wealth Group
North Carolina
$400K
BCM
827
Brookstone Capital Management
Illinois
$398K
CPCP
828
Cedar Point Capital Partners
Iowa
$396K
BBL
829
Beck Bode LLC
Massachusetts
$395K
BPFA
830
Barnes Pettey Financial Advisors
Mississippi
$394K
MIA
831
MainStreet Investment Advisors
Illinois
$393K
DG
832
DMC Group
Alabama
$391K
TAM
833
Tealwood Asset Management
Minnesota
$391K
JCM
834
Janney Capital Management
Pennsylvania
$389K
CICI
835
Capital Investment Counsel Inc
North Carolina
$386K
RWP
836
Revolve Wealth Partners
New Jersey
$384K
BIG
837
Brooklyn Investment Group
New York
$384K
WWM
838
WJ Wealth Management
Arizona
$383K
CI
839
Cigna Investments
Connecticut
$383K
IAIM
840
International Assets Investment Management
Florida
$382K
GAMC
841
Garner Asset Management Corp
Texas
$381K
R
842
Rebalance
California
$378K
JCM
843
Jacobi Capital Management
Pennsylvania
$377K
VC
844
Vicus Capital
Pennsylvania
$376K
RS
845
R Squared
Hong Kong
$376K
SB
846
Strategic Blueprint
Georgia
$373K
WMA
847
West Michigan Advisors
Michigan
$371K
BWFA
848
Baltimore-Washington Financial Advisors
Maryland
$371K
CW
849
CreativeOne Wealth
Kansas
$369K
EI
850
Ellevest Inc
New York
$369K