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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
CGL
926
Clarius Group LLC
Washington
$282K
RWM
927
Ritholtz Wealth Management
New York
$281K
ACM
928
Advance Capital Management
Michigan
$281K
CI
929
CX Institutional
Indiana
$280K
HR
930
Howe & Rusling
New York
$280K
PWPS
931
Pinnacle Wealth Planning Services
Ohio
$276K
PCA
932
Prosperity Capital Advisors
Ohio
$276K
WWM
933
Whalen Wealth Management
Nevada
$276K
BB
934
Busey Bank
Illinois
$276K
HBT
935
Hills Bank & Trust
Iowa
$275K
QPWM
936
Quadrant Private Wealth Management
Pennsylvania
$275K
QC
937
Quadrature Capital
United Kingdom
$271K
TNA
938
True North Advisors
Texas
$271K
LAM
939
Longboard Asset Management
Arizona
$270K
MKA
940
M. Kulyk & Associates
Georgia
$269K
WTB
941
Washington Trust Bank
Washington
$269K
CFFP
942
Center for Financial Planning
Michigan
$268K
NS
943
NBC Securities
Alabama
$265K
EFG
944
Ethos Financial Group
Pennsylvania
$265K
M1FG
945
Mach-1 Financial Group
Arkansas
$262K
IAS
946
Integrity Advisory Solutions
Texas
$262K
MCM
947
Maple Capital Management
Vermont
$262K
CT
948
Colonial Trust
South Carolina
$261K
CP
949
Cumberland Partners
Ontario, Canada
$260K
PWMAG
950
Pinnacle Wealth Management Advisory Group
New Jersey
$259K