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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
TIM
1076
Thompson Investment Management
Wisconsin
$140K
RIL
1077
Rothschild Investment LLC
Illinois
$138K
ERSOT
1078
Employees Retirement System of Texas
Texas
$136K
TCOT
1079
Trust Company of Toledo
Ohio
$133K
CBT
1080
Crews Bank & Trust
Florida
$131K
SS
1081
Sunbelt Securities
Texas
$130K
NWM
1082
Navigoe Wealth Management
California
$123K
FCAS
1083
First Command Advisory Services
Texas
$120K
AFWM
1084
Abich Financial Wealth Management
Virginia
$119K
CH
1085
Cromwell Holdings
Wyoming
$115K
MMCM
1086
Murphy & Mullick Capital Management
New York
$114K
DPW
1087
DiNuzzo Private Wealth
Pennsylvania
$113K
NRG
1088
Nemes Rush Group
Michigan
$112K
OL
1089
OneFund LLC
Florida
$109K
OC
1090
Oakworth Capital
Alabama
$106K
ADL
1091
Asset Dedication LLC
California
$103K
VNA
1092
Valley National Advisers
Pennsylvania
$102K
1IA
1093
1620 Investment Advisors
Massachusetts
$100K
KFP
1094
Keener Financial Planning
Texas
$97K
BIA
1095
Bell Investment Advisors
California
$96.1K
SIM
1096
Sentry Investment Management
Wisconsin
$95K
O
1097
Ossiam
France
$94.7K
VCM
1098
Versant Capital Management
Arizona
$94.4K
DJSG
1099
D.J. St. Germain
Massachusetts
$91.6K
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.5K