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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
MWM
851
Moran Wealth Management
Florida
$466K
SIAG
852
Safeguard Investment Advisory Group
California
$466K
ERSOT
853
Employees Retirement System of Texas
Texas
$466K
SLG
854
Stanley-Laman Group
Pennsylvania
$465K
SFS
855
Sowell Financial Services
Arkansas
$463K
DA
856
Dillon & Associates
Michigan
$462K
WPW
857
Waldron Private Wealth
Pennsylvania
$461K
CW
858
CreativeOne Wealth
Kansas
$460K
FCM
859
Fieldview Capital Management
Michigan
$459K
PP
860
Pacifica Partners
Canada
$458K
SW
861
SVB Wealth
Massachusetts
$457K
AIA
862
AssuredPartners Investment Advisors
Florida
$457K
FIA
863
Foundations Investment Advisors
Arizona
$454K
VAM
864
Verity Asset Management
North Carolina
$451K
MS
865
Madden Securities
Texas
$449K
HCM
866
Hengehold Capital Management
Ohio
$449K
HCP
867
Hardin Capital Partners
South Carolina
$447K
BCM
868
Brookstone Capital Management
Illinois
$447K
IPW
869
Impact Partnership Wealth
Georgia
$444K
BTI
870
Blue Trust Inc
Georgia
$443K
MCM
871
Massar Capital Management
Connecticut
$442K
CPCP
872
Cedar Point Capital Partners
Iowa
$441K
IAIM
873
International Assets Investment Management
Florida
$439K
PMG
874
ProVise Management Group
Florida
$438K
SW
875
Simplicity Wealth
New Jersey
$438K