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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
AI
951
Accredited Investors
Minnesota
$256K
LIM
952
Leavell Investment Management
Alabama
$255K
MS
953
Marshall & Sullivan
Washington
$252K
HBS
954
Howard Bailey Securities
Indiana
$252K
IIC
955
Ironwood Investment Counsel
Arizona
$252K
CCA
956
Childress Capital Advisors
Texas
$252K
AIA
957
AssuredPartners Investment Advisors
Florida
$251K
PCA
958
Pallas Capital Advisors
Massachusetts
$251K
BW
959
Basepoint Wealth
Iowa
$251K
PSCM
960
Per Stirling Capital Management
Texas
$250K
SC
961
Sapient Capital
Indiana
$249K
WSFS
962
Wilmington Savings Fund Society
Delaware
$247K
SEIA
963
Signature Estate & Investment Advisors
California
$246K
AGP
964
Autumn Glory Partners
Texas
$245K
PFA
965
Professional Financial Advisors
Nebraska
$245K
WCP
966
Welch Capital Partners
New York
$243K
CCIA
967
Cherry Creek Investment Advisors
Colorado
$243K
LWP
968
LeClair Wealth Partners
Ohio
$240K
RA
969
Ruggaard & Associates
Ohio
$240K
PPWM
970
Paragon Private Wealth Management
Kentucky
$240K
SIA
971
Soltis Investment Advisors
Utah
$240K
CIAS
972
Capital Investment Advisory Services
North Carolina
$239K
CSP
973
Cary Street Partners
Virginia
$239K
FWP
974
Fiduciary Wealth Partners
Massachusetts
$238K
SL
975
Sentinus LLC
Illinois
$238K