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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCT
976
First Community Trust
Iowa
$313K
ACM
977
Advance Capital Management
Michigan
$312K
WPW
978
Warther Private Wealth
Ohio
$311K
CP
979
Cumberland Partners
Ontario, Canada
$310K
SFC
980
Strategic Financial Concepts
Texas
$309K
BB
981
Busey Bank
Illinois
$307K
PWP
982
Phillips Wealth Planners
Mississippi
$307K
HR
983
Howe & Rusling
New York
$307K
HBT
984
Hills Bank & Trust
Iowa
$306K
SFG
985
SevenBridge Financial Group
Pennsylvania
$305K
MKA
986
M. Kulyk & Associates
Georgia
$300K
CFFP
987
Center for Financial Planning
Michigan
$298K
TWM
988
Tradition Wealth Management
Minnesota
$298K
SC
989
Sapient Capital
Indiana
$297K
NS
990
NBC Securities
Alabama
$295K
MCM
991
Maple Capital Management
Vermont
$293K
SIA
992
Soltis Investment Advisors
Utah
$291K
PL
993
Plancorp LLC
Missouri
$291K
AI
994
Accredited Investors
Minnesota
$291K
EFS
995
Essex Financial Services
Connecticut
$290K
TNA
996
True North Advisors
Texas
$290K
ONB
997
Old National Bancorp
Indiana
$290K
BC
998
Bayforest Capital
United Kingdom
$289K
PPWP
999
Premier Path Wealth Partners
New Jersey
$289K
PWMAG
1000
Pinnacle Wealth Management Advisory Group
New Jersey
$287K