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