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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
BWFA
851
Baltimore-Washington Financial Advisors
Maryland
$371K
CW
852
CreativeOne Wealth
Kansas
$369K
EI
853
Ellevest Inc
New York
$369K
KFS
854
Kelly Financial Services
Massachusetts
$368K
IC
855
IEQ Capital
California
$367K
CLA
856
Carnegie Lake Advisors
New Jersey
$366K
CFA
857
Cahill Financial Advisors
Minnesota
$365K
PL
858
Plancorp LLC
Missouri
$365K
NP
859
NorthRock Partners
Minnesota
$364K
USCWA
860
U.S. Capital Wealth Advisors
Texas
$364K
LFAS
861
Level Four Advisory Services
Texas
$364K
SW
862
Simplicity Wealth
New Jersey
$363K
FFM
863
Forum Financial Management
Illinois
$361K
ECM
864
ExodusPoint Capital Management
New York
$360K
AIP
865
Ameritas Investment Partners
Nebraska
$358K
PCM
866
Parsons Capital Management
Rhode Island
$357K
BWM
867
BKM Wealth Management
Wisconsin
$356K
CT
868
Caldwell Trust
Florida
$355K
WF
869
Welch & Forbes
Massachusetts
$355K
DAS
870
Dynamic Advisor Solutions
Arizona
$355K
KA
871
Kooman & Associates
Pennsylvania
$354K
CAC
872
Certified Advisory Corp
Florida
$352K
CRWM
873
Castle Rock Wealth Management
California
$352K
FWM
874
FMB Wealth Management
California
$351K
WPW
875
Warther Private Wealth
Ohio
$350K