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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
LAM
951
Longboard Asset Management
Arizona
$270K
MKA
952
M. Kulyk & Associates
Georgia
$269K
WTB
953
Washington Trust Bank
Washington
$269K
CFFP
954
Center for Financial Planning
Michigan
$268K
NS
955
NBC Securities
Alabama
$265K
EFG
956
Ethos Financial Group
Pennsylvania
$265K
M1FG
957
Mach-1 Financial Group
Arkansas
$262K
IAS
958
Integrity Advisory Solutions
Texas
$262K
MCM
959
Maple Capital Management
Vermont
$262K
CT
960
Colonial Trust
South Carolina
$261K
CP
961
Cumberland Partners
Ontario, Canada
$260K
PWMAG
962
Pinnacle Wealth Management Advisory Group
New Jersey
$259K
AI
963
Accredited Investors
Minnesota
$256K
LIM
964
Leavell Investment Management
Alabama
$255K
MS
965
Marshall & Sullivan
Washington
$252K
HBS
966
Howard Bailey Securities
Indiana
$252K
IIC
967
Ironwood Investment Counsel
Arizona
$252K
CCA
968
Childress Capital Advisors
Texas
$252K
AIA
969
AssuredPartners Investment Advisors
Florida
$251K
PCA
970
Pallas Capital Advisors
Massachusetts
$251K
BW
971
Basepoint Wealth
Iowa
$251K
PSCM
972
Per Stirling Capital Management
Texas
$250K
SC
973
Sapient Capital
Indiana
$249K
WSFS
974
Wilmington Savings Fund Society
Delaware
$247K
SEIA
975
Signature Estate & Investment Advisors
California
$246K