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Rockwell Automation

1,285 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, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
SFO
1026
Stenger Family Office
Illinois
$216K
SNWA
1027
Siligmueller & Norvid Wealth Advisors
Illinois
$215K
KF
1028
Krilogy Financial
Missouri
$214K
SCM
1029
Shelton Capital Management
Colorado
$213K
SFS
1030
Strategic Financial Services
New York
$213K
HDIM
1031
Hanson & Doremus Investment Management
Vermont
$213K
BCG
1032
Breakwater Capital Group
New Jersey
$213K
AWA
1033
Aaron Wealth Advisors
Illinois
$213K
HCM
1034
Howard Capital Management
Georgia
$213K
SB
1035
Simmons Bank
Arkansas
$213K
GS
1036
GTS Securities
New York
$212K
AWM
1037
Accel Wealth Management
Iowa
$211K
SDIC
1038
South Dakota Investment Council
South Dakota
$210K
FTC
1039
Farmers Trust Company
Ohio
$210K
SSA
1040
South Street Advisors
New York
$210K
GG
1041
Greenwood Gearhart
Arkansas
$210K
PBF
1042
Petix & Botte Financial
California
$210K
SFG
1043
Seamount Financial Group
Colorado
$210K
CPW
1044
Cove Private Wealth
New York
$210K
MPWS
1045
McCarter Private Wealth Services
Massachusetts
$209K
BGA
1046
Battery Global Advisors
Massachusetts
$209K
OWA
1047
Octavia Wealth Advisors
Ohio
$208K
VFA
1048
Values First Advisors
Tennessee
$206K
AWM
1049
Aprio Wealth Management
Georgia
$205K
UAS
1050
United Asset Strategies
New York
$203K