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Rockwell Automation

1,272 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, 434 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: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
LPL Financial
76
LPL Financial
California
$63.7M
Acadian Asset Management
77
Acadian Asset Management
Massachusetts
$62.6M
AAMU
78
AEGON Asset Management (UK)
United Kingdom
$62.2M
Citigroup
79
Citigroup
New York
$61.9M
Neuberger Berman Group
80
Neuberger Berman Group
New York
$61.8M
California State Teachers Retirement System (CalSTRS)
81
California State Teachers Retirement System (CalSTRS)
California
$59.9M
CVA
82
Ceredex Value Advisors
Florida
$59.7M
Ameriprise
83
Ameriprise
Minnesota
$59.6M
WPC
84
Waters Parkerson & Co
Louisiana
$59.2M
UM
85
UniSuper Management
Australia
$58.6M
SIMG
86
Stephens Investment Management Group
Texas
$57.8M
Principal Financial Group
87
Principal Financial Group
Iowa
$57.7M
BNP Paribas Financial Markets
88
BNP Paribas Financial Markets
France
$57M
Millennium Management
89
Millennium Management
New York
$56.8M
NAM
90
Nissay Asset Management
Japan
$56.5M
National Pension Service
91
National Pension Service
South Korea
$56.3M
CS
92
Candriam SCA
Luxembourg
$54.3M
MG
93
Markel Group
Virginia
$54.1M
PI
94
PineBridge Investments
New York
$52.9M
SEI Investments
95
SEI Investments
Pennsylvania
$50.8M
Universal-Beteiligungs- und Servicegesellschaft
96
Universal-Beteiligungs- und Servicegesellschaft
Germany
$49.3M
Adage Capital Partners
97
Adage Capital Partners
Massachusetts
$48.6M
Handelsbanken Fonder
98
Handelsbanken Fonder
Sweden
$47.6M
BNP Paribas Asset Management
99
BNP Paribas Asset Management
France
$45.4M
Truist Financial
100
Truist Financial
North Carolina
$44.6M