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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
PWW
876
Pettyjohn Wood & White
Virginia
$343K
EWA
877
EverSource Wealth Advisors
Alabama
$339K
PS
878
Principal Securities
Iowa
$335K
N
879
Numerai
California
$332K
FPCP
880
Fort Point Capital Partners
California
$329K
CAG
881
Crestwood Advisors Group
Massachusetts
$328K
WP
882
WealthPLAN Partners
Nebraska
$326K
OF
883
Optimize Financial
California
$326K
PWP
884
Phillips Wealth Planners
Mississippi
$324K
CCC
885
Chelsea Counsel Company
California
$322K
CFG
886
Citizens Financial Group
Rhode Island
$321K
BCIM
887
Bishop & Co Investment Management
Pennsylvania
$321K
CI
888
Conning Inc
Connecticut
$321K
SLC
889
Second Line Capital
Louisiana
$320K
HI
890
Hudock Inc
Pennsylvania
$320K
ICP
891
Impact Capital Partners
Colorado
$319K
GIA
892
Gladstone Institutional Advisory
Florida
$319K
SMG
893
Smart Money Group
Texas
$318K
BWP
894
BSW Wealth Partners
Colorado
$316K
ANBT
895
American National Bank & Trust
Texas
$315K
FFA
896
Fragasso Financial Advisors
Pennsylvania
$315K
FG
897
Foster Group
Iowa
$315K
PHWM
898
Pine Harbor Wealth Management
Maryland
$315K
MWM
899
Modera Wealth Management
New Jersey
$313K
SWM
900
SeaCrest Wealth Management
New York
$312K