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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
NRG
1076
Nemes Rush Group
Michigan
$112K
OL
1077
OneFund LLC
Florida
$109K
OC
1078
Oakworth Capital
Alabama
$106K
ADL
1079
Asset Dedication LLC
California
$103K
VNA
1080
Valley National Advisers
Pennsylvania
$102K
1IA
1081
1620 Investment Advisors
Massachusetts
$100K
KFP
1082
Keener Financial Planning
Texas
$97K
BIA
1083
Bell Investment Advisors
California
$96.1K
SIM
1084
Sentry Investment Management
Wisconsin
$95K
O
1085
Ossiam
France
$94.7K
VCM
1086
Versant Capital Management
Arizona
$94.4K
DJSG
1087
D.J. St. Germain
Massachusetts
$91.6K
JFGIW
1088
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.5K
CFO
1089
CVA Family Office
Colorado
$89.1K
CTB
1090
Country Trust Bank
Illinois
$88.8K
NECFA
1091
New England Capital Financial Advisors
Connecticut
$87.5K
WSCM
1092
Wellington Shields Capital Management
New York
$87.4K
HBW
1093
Hazlett, Burt & Watson
West Virginia
$87K
LWA
1094
Lowe Wealth Advisors
Maryland
$86.7K
AI
1095
AdvisorShares Investments
Maryland
$82.5K
IBOK
1096
Independence Bank of Kentucky
Kentucky
$80.4K
BIM
1097
Breakwater Investment Management
Washington
$79K
HC
1098
Hoese & Co
Minnesota
$78.6K
QC
1099
Quent Capital
New York
$77K
WPA
1100
Wealth Preservation Advisors
Tennessee
$76.5K