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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAMI
826
Fideuram Asset Management (Ireland)
$487K
CA
827
Centerpoint Advisors
Massachusetts
$486K
SWP
828
Sagespring Wealth Partners
Tennessee
$486K
SP
829
SmartHarvest Portfolios
Washington
$486K
SCM
830
Stevens Capital Management
Pennsylvania
$485K
WWG
831
West Wealth Group
California
$483K
SAI
832
Savvy Advisors Inc
New York
$482K
KA
833
Kovack Advisors
Florida
$479K
BFA
834
Brown Financial Advisors
Ohio
$479K
FTWA
835
Fifth Third Wealth Advisors
Ohio
$478K
MSA
836
Marathon Strategic Advisors
Pennsylvania
$477K
NL
837
Navalign LLC
California
$477K
CSIC
838
Clifford Swan Investment Counsel
California
$476K
TCBWMS
839
Texas Capital Bank Wealth Management Services
Texas
$476K
SAM
840
Steinberg Asset Management
New York
$476K
RWP
841
Revolve Wealth Partners
New Jersey
$476K
CGA
842
Crescent Grove Advisors
Illinois
$471K
BBA
843
Baader Bank Aktiengesellschaft
Germany
$470K
FAG
844
Fortitude Advisory Group
Washington
$469K
CCA
845
Checchi Capital Advisers
California
$469K
CWS
846
Confluence Wealth Services
Pennsylvania
$469K
RSWM
847
Robertson Stephens Wealth Management
California
$468K
KP
848
Keel Point
Alabama
$467K
TWP
849
Tyche Wealth Partners
Texas
$467K
WAM
850
Wolverine Asset Management
Illinois
$467K