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Rockwell Automation

1,285 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, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
WCP
976
Welch Capital Partners
New York
$243K
CCIA
977
Cherry Creek Investment Advisors
Colorado
$243K
LWP
978
LeClair Wealth Partners
Ohio
$240K
RA
979
Ruggaard & Associates
Ohio
$240K
PPWM
980
Paragon Private Wealth Management
Kentucky
$240K
SIA
981
Soltis Investment Advisors
Utah
$240K
CIAS
982
Capital Investment Advisory Services
North Carolina
$239K
CSP
983
Cary Street Partners
Virginia
$239K
FWP
984
Fiduciary Wealth Partners
Massachusetts
$238K
SL
985
Sentinus LLC
Illinois
$238K
DO
986
denkapparat Operations
Germany
$237K
CBA
987
Coastal Bridge Advisors
Connecticut
$237K
MAM
988
Milestone Asset Management
Pennsylvania
$236K
CFG
989
Carr Financial Group
Massachusetts
$236K
Envestnet Portfolio Solutions
990
Envestnet Portfolio Solutions
Illinois
$235K
JWA
991
JFS Wealth Advisors
Pennsylvania
$235K
BFS
992
Bradley Foster & Sargent
Connecticut
$233K
DI
993
Diligent Investors
California
$233K
LA
994
LexAurum Advisors
Kansas
$233K
AAM
995
Azzad Asset Management
Virginia
$233K
CNC
996
Citizens & Northern Corp
Pennsylvania
$233K
IAA
997
Independent Advisor Alliance
North Carolina
$233K
LS
998
Livforsakringsbolaget Skandia
Sweden
$232K
AWM
999
Aries Wealth Management
Maine
$231K
AI
1000
Atom Investors
Texas
$230K