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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
EFS
926
Essex Financial Services
Connecticut
$297K
PAS
927
Professional Advisory Services
Florida
$297K
DW30
928
Drucker Wealth 3.0
New Jersey
$296K
FNBT
929
FineMark National Bank & Trust
Florida
$294K
SFG
930
SevenBridge Financial Group
Pennsylvania
$292K
AO
931
Advisor OS
Illinois
$291K
AWA
932
A4 Wealth Advisors
North Carolina
$290K
CPIG
933
Chicago Partners Investment Group
Illinois
$290K
SIMG
934
Sonora Investment Management Group
Arizona
$288K
CCMG
935
Clark Capital Management Group
Pennsylvania
$288K
FIA
936
FNY Investment Advisers
New York
$288K
MWM
937
Maridea Wealth Management
New York
$286K
AIA
938
Affinity Investment Advisors
California
$286K
CGL
939
Clarius Group LLC
Washington
$282K
RWM
940
Ritholtz Wealth Management
New York
$281K
ACM
941
Advance Capital Management
Michigan
$281K
CI
942
CX Institutional
Indiana
$280K
HR
943
Howe & Rusling
New York
$280K
PWPS
944
Pinnacle Wealth Planning Services
Ohio
$276K
PCA
945
Prosperity Capital Advisors
Ohio
$276K
WWM
946
Whalen Wealth Management
Nevada
$276K
BB
947
Busey Bank
Illinois
$276K
HBT
948
Hills Bank & Trust
Iowa
$275K
QPWM
949
Quadrant Private Wealth Management
Pennsylvania
$275K
QC
950
Quadrature Capital
United Kingdom
$271K