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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
FNBT
926
FineMark National Bank & Trust
Florida
$294K
SFG
927
SevenBridge Financial Group
Pennsylvania
$292K
AO
928
Advisor OS
Illinois
$291K
AWA
929
A4 Wealth Advisors
North Carolina
$290K
CPIG
930
Chicago Partners Investment Group
Illinois
$290K
SIMG
931
Sonora Investment Management Group
Arizona
$288K
CCMG
932
Clark Capital Management Group
Pennsylvania
$288K
FIA
933
FNY Investment Advisers
New York
$288K
MWM
934
Maridea Wealth Management
New York
$286K
AIA
935
Affinity Investment Advisors
California
$286K
CGL
936
Clarius Group LLC
Washington
$282K
RWM
937
Ritholtz Wealth Management
New York
$281K
ACM
938
Advance Capital Management
Michigan
$281K
CI
939
CX Institutional
Indiana
$280K
HR
940
Howe & Rusling
New York
$280K
PWPS
941
Pinnacle Wealth Planning Services
Ohio
$276K
PCA
942
Prosperity Capital Advisors
Ohio
$276K
WWM
943
Whalen Wealth Management
Nevada
$276K
BB
944
Busey Bank
Illinois
$276K
HBT
945
Hills Bank & Trust
Iowa
$275K
QPWM
946
Quadrant Private Wealth Management
Pennsylvania
$275K
QC
947
Quadrature Capital
United Kingdom
$271K
TNA
948
True North Advisors
Texas
$271K
LAM
949
Longboard Asset Management
Arizona
$270K
MKA
950
M. Kulyk & Associates
Georgia
$269K