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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
AWM
1001
Aries Wealth Management
Maine
$231K
AI
1002
Atom Investors
Texas
$230K
VPF
1003
Vantage Point Financial
Illinois
$229K
TCWA
1004
Turtle Creek Wealth Advisors
Texas
$228K
1C
1005
111 Capital
France
$228K
MG
1006
Mather Group
Illinois
$227K
BIAS
1007
Beacon Investment Advisory Services
New Jersey
$227K
PA
1008
PharVision Advisers
Florida
$226K
ECM
1009
Estabrook Capital Management
New York
$224K
CWM
1010
Centric Wealth Management
Illinois
$224K
BHBT
1011
Burke & Herbert Bank & Trust
Virginia
$222K
GWWM
1012
Great Waters Wealth Management
Minnesota
$222K
TIA
1013
Tiemann Investment Advisors
California
$221K
FFM
1014
Flagstone Financial Management
Nebraska
$221K
CTC
1015
Central Trust Company
Missouri
$220K
JSW
1016
Journey Strategic Wealth
New Jersey
$219K
CIC
1017
Crawford Investment Counsel
Georgia
$219K
PCM
1018
Penserra Capital Management
California
$219K
VWA
1019
VSM Wealth Advisory
Maryland
$218K
VFG
1020
Victory Financial Group
Texas
$218K
NAS
1021
NWF Advisory Services
California
$218K
AAG
1022
Armstrong Advisory Group
Massachusetts
$217K
SFO
1023
Stokes Family Office
Louisiana
$217K
PFBT
1024
Parkside Financial Bank & Trust
Missouri
$217K
GCL
1025
Gouws Capital LLC
North Carolina
$216K