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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
GIA
901
Gladstone Institutional Advisory
Florida
$319K
SMG
902
Smart Money Group
Texas
$318K
BWP
903
BSW Wealth Partners
Colorado
$316K
ANBT
904
American National Bank & Trust
Texas
$315K
FFA
905
Fragasso Financial Advisors
Pennsylvania
$315K
FG
906
Foster Group
Iowa
$315K
PHWM
907
Pine Harbor Wealth Management
Maryland
$315K
MWM
908
Modera Wealth Management
New Jersey
$313K
SWM
909
SeaCrest Wealth Management
New York
$312K
PMG
910
Private Management Group
California
$311K
PFM
911
Patton Fund Management
Texas
$310K
TWM
912
Tradition Wealth Management
Minnesota
$309K
PP
913
PDS Planning
Ohio
$309K
IPW
914
Impact Partnership Wealth
Georgia
$307K
Financial Engines Advisors
915
Financial Engines Advisors
California
$305K
SEEDPG
916
S.E.E.D. Planning Group
New York
$303K
FBFS
917
First Business Financial Services
Wisconsin
$303K
KFI
918
Key Financial Inc
Pennsylvania
$303K
EFL
919
ERn Financial LLC
Wisconsin
$301K
P
920
Pitcairn
Pennsylvania
$300K
OMC
921
Old Mission Capital
Illinois
$299K
KV
922
Kickstand Ventures
New York
$298K
EFS
923
Essex Financial Services
Connecticut
$297K
PAS
924
Professional Advisory Services
Florida
$297K
DW30
925
Drucker Wealth 3.0
New Jersey
$296K