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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
FFM
851
Forum Financial Management
Illinois
$361K
ECM
852
ExodusPoint Capital Management
New York
$360K
AIP
853
Ameritas Investment Partners
Nebraska
$358K
PCM
854
Parsons Capital Management
Rhode Island
$357K
BWM
855
BKM Wealth Management
Wisconsin
$356K
CT
856
Caldwell Trust
Florida
$355K
WF
857
Welch & Forbes
Massachusetts
$355K
DAS
858
Dynamic Advisor Solutions
Arizona
$355K
KA
859
Kooman & Associates
Pennsylvania
$354K
CAC
860
Certified Advisory Corp
Florida
$352K
CRWM
861
Castle Rock Wealth Management
California
$352K
FWM
862
FMB Wealth Management
California
$351K
WPW
863
Warther Private Wealth
Ohio
$350K
FFS
864
Founders Financial Securities
Maryland
$350K
WSC
865
Wellington Shields & Co
New York
$350K
EPIMS
866
Evelyn Partners Investment Management Services
$350K
LOPW
867
Live Oak Private Wealth
North Carolina
$349K
NL
868
NWAM LLC
Washington
$348K
SMA
869
Seven Mile Advisory
New Jersey
$347K
FSA
870
Financial Security Advisor
Virginia
$347K
EB
871
Eastern Bank
Massachusetts
$346K
AFG
872
ABLE Financial Group
Arizona
$346K
TL
873
Tradewinds LLC
North Carolina
$345K
DA
874
Dillon & Associates
Michigan
$344K
CWM
875
Calamos Wealth Management
Illinois
$343K