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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
VFA
1051
Values First Advisors
Tennessee
$206K
AWM
1052
Aprio Wealth Management
Georgia
$205K
UAS
1053
United Asset Strategies
New York
$203K
AA
1054
Alta Advisers
United Kingdom
$201K
NB
1055
NBT Bank
New York
$201K
NB
1056
Northwest Bancshares
Pennsylvania
$200K
FCIM
1057
Fairview Capital Investment Management
California
$200K
CA
1058
CoreCap Advisors
Michigan
$194K
BDL
1059
Banque de Luxembourg
Luxembourg
$191K
WTC
1060
WhitTier Trust Company
Nevada
$191K
WWA
1061
Wealth Watch Advisors
Colorado
$188K
CSB
1062
City State Bank
Iowa
$185K
ST
1063
Smithfield Trust
Pennsylvania
$184K
CHC
1064
City Holding Co
West Virginia
$182K
TF
1065
Tompkins Financial
New York
$180K
IWA
1066
Icon Wealth Advisors
Texas
$178K
SOW
1067
State of Wyoming
Wyoming
$178K
AF
1068
Advisornet Financial
Minnesota
$176K
CT
1069
Coastline Trust
Rhode Island
$175K
TFM
1070
TFC Financial Management
Massachusetts
$174K
LFG
1071
Larson Financial Group
Missouri
$172K
STB
1072
S&T Bank
Pennsylvania
$157K
AGWCA
1073
Annis Gardner Whiting Capital Advisors
Florida
$154K
CCA
1074
Catalyst Capital Advisors
New York
$152K
ZBNA
1075
Zions Bancorporation, National Association
Utah
$145K