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Rockwell Automation

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 1,2671,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16%81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Los Angeles Capital Management
76
Los Angeles Capital Management
California
$63.9M -$3.25M -9,422 -5%
LPL Financial
77
LPL Financial
California
$63.7M -$111K -322 -0.2%
Acadian Asset Management
78
Acadian Asset Management
Massachusetts
$62.6M +$32.1M +92,895 +108%
AAMU
79
AEGON Asset Management (UK)
United Kingdom
$62.2M +$2.18M +6,302 +4%
Citigroup
80
Citigroup
New York
$61.9M -$19.3M -55,978 -24%
Neuberger Berman Group
81
Neuberger Berman Group
New York
$61.8M +$28.2M +81,560 +86%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$59.9M -$618K -1,789 -1%
CVA
83
Ceredex Value Advisors
Florida
$59.7M -$19.5M -56,501 -25%
Ameriprise
84
Ameriprise
Minnesota
$59.6M +$4.39M +12,714 +8%
WPC
85
Waters Parkerson & Co
Louisiana
$59.2M -$173K -501 -0.3%
UM
86
UniSuper Management
Australia
$58.6M +$514K +1,489 +0.9%
SIMG
87
Stephens Investment Management Group
Texas
$57.8M -$2.25M -6,508 -4%
Principal Financial Group
88
Principal Financial Group
Iowa
$57.7M -$29.4M -85,031 -34%
BNP Paribas Financial Markets
89
BNP Paribas Financial Markets
France
$57M -$2.25M -6,514 -4%
Millennium Management
90
Millennium Management
New York
$56.8M -$32M -92,774 -36%
NAM
91
Nissay Asset Management
Japan
$56.5M +$50.9M +147,340 +1,031%
National Pension Service
92
National Pension Service
South Korea
$56.3M +$404K +1,170 +0.7%
CS
93
Candriam SCA
Luxembourg
$54.3M -$14.4M -41,753 -21%
MG
94
Markel Group
Virginia
$54.1M
PI
95
PineBridge Investments
New York
$52.9M -$772K -2,236 -1%
SEI Investments
96
SEI Investments
Pennsylvania
$50.8M +$2.42M +7,008 +5%
Universal-Beteiligungs- und Servicegesellschaft
97
Universal-Beteiligungs- und Servicegesellschaft
Germany
$49.3M +$2.29M +6,629 +5%
Adage Capital Partners
98
Adage Capital Partners
Massachusetts
$48.6M -$22.1M -63,975 -32%
Handelsbanken Fonder
99
Handelsbanken Fonder
Sweden
$47.6M +$21.1M +61,235 +82%
BNP Paribas Asset Management
100
BNP Paribas Asset Management
France
$45.4M -$7.4M -21,416 -14%