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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
BBL
876
Beck Bode LLC
Massachusetts
$437K
GAMC
877
Garner Asset Management Corp
Texas
$437K
R
878
Rebalance
California
$436K
CRWM
879
Castle Rock Wealth Management
California
$436K
JCM
880
Janney Capital Management
Pennsylvania
$433K
ABC
881
Associated Banc-Corp
Wisconsin
$433K
CICI
882
Capital Investment Counsel Inc
North Carolina
$430K
SRL
883
Scientech Research LLC
New Jersey
$428K
BPFA
884
Barnes Pettey Financial Advisors
Mississippi
$428K
MIA
885
MainStreet Investment Advisors
Illinois
$426K
CI
886
Cigna Investments
Connecticut
$426K
PA
887
Profund Advisors
Maryland
$423K
TFM
888
Trademark Financial Management
Minnesota
$421K
VC
889
Vicus Capital
Pennsylvania
$420K
CFG
890
Copley Financial Group
California
$413K
BWFA
891
Baltimore-Washington Financial Advisors
Maryland
$413K
WIA
892
World Investment Advisors
California
$413K
NP
893
NorthRock Partners
Minnesota
$411K
JCM
894
Jacobi Capital Management
Pennsylvania
$410K
AWA
895
Arkadios Wealth Advisors
Georgia
$408K
CLA
896
Carnegie Lake Advisors
New Jersey
$408K
FFM
897
Forum Financial Management
Illinois
$407K
CFA
898
Cahill Financial Advisors
Minnesota
$406K
BA
899
Bridgewater Associates
Connecticut
$405K
FFS
900
Founders Financial Securities
Maryland
$404K