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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
AWM
1051
Aprio Wealth Management
Georgia
$205K
UAS
1052
United Asset Strategies
New York
$203K
AA
1053
Alta Advisers
United Kingdom
$201K
NB
1054
NBT Bank
New York
$201K
NB
1055
Northwest Bancshares
Pennsylvania
$200K
FCIM
1056
Fairview Capital Investment Management
California
$200K
CA
1057
CoreCap Advisors
Michigan
$194K
BDL
1058
Banque de Luxembourg
Luxembourg
$191K
WTC
1059
WhitTier Trust Company
Nevada
$191K
WWA
1060
Wealth Watch Advisors
Colorado
$188K
CSB
1061
City State Bank
Iowa
$185K
ST
1062
Smithfield Trust
Pennsylvania
$184K
CHC
1063
City Holding Co
West Virginia
$182K
TF
1064
Tompkins Financial
New York
$180K
IWA
1065
Icon Wealth Advisors
Texas
$178K
SOW
1066
State of Wyoming
Wyoming
$178K
AF
1067
Advisornet Financial
Minnesota
$176K
CT
1068
Coastline Trust
Rhode Island
$175K
TFM
1069
TFC Financial Management
Massachusetts
$174K
LFG
1070
Larson Financial Group
Missouri
$172K
STB
1071
S&T Bank
Pennsylvania
$157K
AGWCA
1072
Annis Gardner Whiting Capital Advisors
Florida
$154K
CCA
1073
Catalyst Capital Advisors
New York
$152K
ZBNA
1074
Zions Bancorporation, National Association
Utah
$145K
MIHAS
1075
Maj Invest Holding A/S
Denmark
$140K