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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
SEIA
976
Signature Estate & Investment Advisors
California
$246K
AGP
977
Autumn Glory Partners
Texas
$245K
PFA
978
Professional Financial Advisors
Nebraska
$245K
WCP
979
Welch Capital Partners
New York
$243K
CCIA
980
Cherry Creek Investment Advisors
Colorado
$243K
LWP
981
LeClair Wealth Partners
Ohio
$240K
RA
982
Ruggaard & Associates
Ohio
$240K
PPWM
983
Paragon Private Wealth Management
Kentucky
$240K
SIA
984
Soltis Investment Advisors
Utah
$240K
CIAS
985
Capital Investment Advisory Services
North Carolina
$239K
CSP
986
Cary Street Partners
Virginia
$239K
FWP
987
Fiduciary Wealth Partners
Massachusetts
$238K
SL
988
Sentinus LLC
Illinois
$238K
DO
989
denkapparat Operations
Germany
$237K
CBA
990
Coastal Bridge Advisors
Connecticut
$237K
MAM
991
Milestone Asset Management
Pennsylvania
$236K
CFG
992
Carr Financial Group
Massachusetts
$236K
Envestnet Portfolio Solutions
993
Envestnet Portfolio Solutions
Illinois
$235K
JWA
994
JFS Wealth Advisors
Pennsylvania
$235K
BFS
995
Bradley Foster & Sargent
Connecticut
$233K
DI
996
Diligent Investors
California
$233K
LA
997
LexAurum Advisors
Kansas
$233K
AAM
998
Azzad Asset Management
Virginia
$233K
CNC
999
Citizens & Northern Corp
Pennsylvania
$233K
IAA
1000
Independent Advisor Alliance
North Carolina
$233K