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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
CFG
1026
Carr Financial Group
Massachusetts
$264K
KF
1027
Krilogy Financial
Missouri
$264K
MAM
1028
Milestone Asset Management
Pennsylvania
$263K
VFA
1029
Values First Advisors
Tennessee
$263K
GTWM
1030
Global Trust Wealth Management
Florida
$263K
VPF
1031
Vantage Point Financial
Illinois
$262K
CWM
1032
Centric Wealth Management
Illinois
$262K
CBA
1033
Coastal Bridge Advisors
Connecticut
$262K
FWP
1034
Fiduciary Wealth Partners
Massachusetts
$261K
BFS
1035
Bradley Foster & Sargent
Connecticut
$260K
MG
1036
Mather Group
Illinois
$259K
CNC
1037
Citizens & Northern Corp
Pennsylvania
$259K
LS
1038
Livforsakringsbolaget Skandia
Sweden
$258K
MPWS
1039
McCarter Private Wealth Services
Massachusetts
$258K
DI
1040
Diligent Investors
California
$258K
SEIA
1041
Signature Estate & Investment Advisors
California
$258K
MBT
1042
Montecito Bank & Trust
California
$258K
AWM
1043
Aries Wealth Management
Maine
$257K
PWPS
1044
Pinnacle Wealth Planning Services
Ohio
$256K
CI
1045
Conning Inc
Connecticut
$256K
IAA
1046
Independent Advisor Alliance
North Carolina
$256K
CFP
1047
Catalyst Financial Partners
Massachusetts
$255K
TW
1048
ticino wealth
California
$255K
SFS
1049
Strategic Financial Services
New York
$253K
FBFS
1050
First Business Financial Services
Wisconsin
$252K