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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
PCA
1001
Pallas Capital Advisors
Massachusetts
$287K
JSW
1002
Journey Strategic Wealth
New Jersey
$285K
QPWM
1003
Quadrant Private Wealth Management
Pennsylvania
$285K
LIM
1004
Leavell Investment Management
Alabama
$283K
CLIP
1005
Colter Lewis Investment Partners
Connecticut
$283K
WH
1006
Wallace Hart
Kentucky
$282K
IC
1007
Inscription Capital
Texas
$281K
IIC
1008
Ironwood Investment Counsel
Arizona
$281K
BW
1009
Basepoint Wealth
Iowa
$280K
CT
1010
Colonial Trust
South Carolina
$279K
CCA
1011
Childress Capital Advisors
Texas
$278K
WTB
1012
Washington Trust Bank
Washington
$277K
BAM
1013
Blueshift Asset Management
New Jersey
$274K
SL
1014
Sentinus LLC
Illinois
$273K
PFA
1015
Professional Financial Advisors
Nebraska
$272K
CCIA
1016
Cherry Creek Investment Advisors
Colorado
$271K
WCP
1017
Welch Capital Partners
New York
$271K
TCWA
1018
Turtle Creek Wealth Advisors
Texas
$270K
RA
1019
Ruggaard & Associates
Ohio
$269K
JWA
1020
JFS Wealth Advisors
Pennsylvania
$268K
LWP
1021
LeClair Wealth Partners
Ohio
$268K
CIAS
1022
Capital Investment Advisory Services
North Carolina
$266K
WG
1023
Winton Group
United Kingdom
$265K
FFM
1024
Flagstone Financial Management
Nebraska
$265K
PE
1025
PCM Encore
Colorado
$265K