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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
WSC
876
Wellington Shields & Co
New York
$350K
EPIMS
877
Evelyn Partners Investment Management Services
$350K
NL
878
NWAM LLC
Washington
$349K
LOPW
879
Live Oak Private Wealth
North Carolina
$349K
SMA
880
Seven Mile Advisory
New Jersey
$347K
FSA
881
Financial Security Advisor
Virginia
$347K
EB
882
Eastern Bank
Massachusetts
$346K
AFG
883
ABLE Financial Group
Arizona
$346K
TL
884
Tradewinds LLC
North Carolina
$345K
DA
885
Dillon & Associates
Michigan
$344K
CWM
886
Calamos Wealth Management
Illinois
$343K
PWW
887
Pettyjohn Wood & White
Virginia
$343K
EWA
888
EverSource Wealth Advisors
Alabama
$339K
PS
889
Principal Securities
Iowa
$335K
N
890
Numerai
California
$332K
FPCP
891
Fort Point Capital Partners
California
$329K
CAG
892
Crestwood Advisors Group
Massachusetts
$328K
WP
893
WealthPLAN Partners
Nebraska
$326K
OF
894
Optimize Financial
California
$326K
PWP
895
Phillips Wealth Planners
Mississippi
$324K
CCC
896
Chelsea Counsel Company
California
$322K
CFG
897
Citizens Financial Group
Rhode Island
$321K
BCIM
898
Bishop & Co Investment Management
Pennsylvania
$321K
CI
899
Conning Inc
Connecticut
$321K
SLC
900
Second Line Capital
Louisiana
$320K