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Rockwell Automation

1,285 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, 449 increasing their positions, 437 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

3% more repeat investments, than reductions

Existing positions increased: 449 | Existing positions reduced: 437

1.35% less ownership

Funds ownership: 83.09%81.74% (-1.4%)

Holders
1,285
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
ERSOT
1076
Employees Retirement System of Texas
Texas
$136K
TCOT
1077
Trust Company of Toledo
Ohio
$133K
CBT
1078
Crews Bank & Trust
Florida
$131K
SS
1079
Sunbelt Securities
Texas
$130K
NWM
1080
Navigoe Wealth Management
California
$123K
FCAS
1081
First Command Advisory Services
Texas
$120K
AFWM
1082
Abich Financial Wealth Management
Virginia
$119K
CH
1083
Cromwell Holdings
Wyoming
$115K
MMCM
1084
Murphy & Mullick Capital Management
New York
$114K
DPW
1085
DiNuzzo Private Wealth
Pennsylvania
$113K
NRG
1086
Nemes Rush Group
Michigan
$112K
OL
1087
OneFund LLC
Florida
$109K
OC
1088
Oakworth Capital
Alabama
$106K
ADL
1089
Asset Dedication LLC
California
$103K
VNA
1090
Valley National Advisers
Pennsylvania
$102K
1IA
1091
1620 Investment Advisors
Massachusetts
$100K
KFP
1092
Keener Financial Planning
Texas
$97K
BIA
1093
Bell Investment Advisors
California
$96.1K
SIM
1094
Sentry Investment Management
Wisconsin
$95K
O
1095
Ossiam
France
$94.7K
VCM
1096
Versant Capital Management
Arizona
$94.4K
DJSG
1097
D.J. St. Germain
Massachusetts
$91.6K
JFGIW
1098
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$90.5K
CFO
1099
CVA Family Office
Colorado
$89.1K
CTB
1100
Country Trust Bank
Illinois
$88.8K