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