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Rockwell Automation

1,273 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 435 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 435

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,273
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
GS
1026
GTS Securities
New York
$212K
AWM
1027
Accel Wealth Management
Iowa
$211K
SDIC
1028
South Dakota Investment Council
South Dakota
$210K
SSA
1029
South Street Advisors
New York
$210K
CPW
1030
Cove Private Wealth
New York
$210K
GG
1031
Greenwood Gearhart
Arkansas
$210K
FTC
1032
Farmers Trust Company
Ohio
$210K
SFG
1033
Seamount Financial Group
Colorado
$210K
PBF
1034
Petix & Botte Financial
California
$210K
MPWS
1035
McCarter Private Wealth Services
Massachusetts
$209K
BGA
1036
Battery Global Advisors
Massachusetts
$209K
OWA
1037
Octavia Wealth Advisors
Ohio
$208K
VFA
1038
Values First Advisors
Tennessee
$206K
AWM
1039
Aprio Wealth Management
Georgia
$205K
UAS
1040
United Asset Strategies
New York
$203K
AA
1041
Alta Advisers
United Kingdom
$201K
NB
1042
NBT Bank
New York
$201K
NB
1043
Northwest Bancshares
Pennsylvania
$200K
FCIM
1044
Fairview Capital Investment Management
California
$200K
CA
1045
CoreCap Advisors
Michigan
$194K
BDL
1046
Banque de Luxembourg
Luxembourg
$191K
WTC
1047
WhitTier Trust Company
Nevada
$191K
WWA
1048
Wealth Watch Advisors
Colorado
$188K
CSB
1049
City State Bank
Iowa
$185K
ST
1050
Smithfield Trust
Pennsylvania
$184K