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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
LOPW
876
Live Oak Private Wealth
North Carolina
$349K
NL
877
NWAM LLC
Washington
$348K
SMA
878
Seven Mile Advisory
New Jersey
$347K
FSA
879
Financial Security Advisor
Virginia
$347K
EB
880
Eastern Bank
Massachusetts
$346K
AFG
881
ABLE Financial Group
Arizona
$346K
TL
882
Tradewinds LLC
North Carolina
$345K
DA
883
Dillon & Associates
Michigan
$344K
CWM
884
Calamos Wealth Management
Illinois
$343K
PWW
885
Pettyjohn Wood & White
Virginia
$343K
EWA
886
EverSource Wealth Advisors
Alabama
$339K
PS
887
Principal Securities
Iowa
$335K
N
888
Numerai
California
$332K
FPCP
889
Fort Point Capital Partners
California
$329K
CAG
890
Crestwood Advisors Group
Massachusetts
$328K
WP
891
WealthPLAN Partners
Nebraska
$326K
OF
892
Optimize Financial
California
$326K
PWP
893
Phillips Wealth Planners
Mississippi
$324K
CCC
894
Chelsea Counsel Company
California
$322K
CFG
895
Citizens Financial Group
Rhode Island
$321K
BCIM
896
Bishop & Co Investment Management
Pennsylvania
$321K
CI
897
Conning Inc
Connecticut
$321K
SLC
898
Second Line Capital
Louisiana
$320K
HI
899
Hudock Inc
Pennsylvania
$320K
ICP
900
Impact Capital Partners
Colorado
$319K