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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SSA
1076
South Street Advisors
New York
$233K
PBF
1077
Petix & Botte Financial
California
$233K
CPW
1078
Cove Private Wealth
New York
$233K
BWP
1079
Burling Wealth Partners
Illinois
$233K
PAA
1080
Peregrine Asset Advisers
Oregon
$232K
EFG
1081
Ethos Financial Group
Pennsylvania
$230K
FWP
1082
Falcon Wealth Planning
California
$230K
MHC
1083
May Hill Capital
Massachusetts
$229K
SAM
1084
Simplify Asset Management
Nevada
$229K
LFG
1085
Larson Financial Group
Missouri
$228K
AWA
1086
A4 Wealth Advisors
North Carolina
$228K
KCP
1087
Kera Capital Partners
California
$227K
UAS
1088
United Asset Strategies
New York
$226K
WTC
1089
WhitTier Trust Company
Nevada
$226K
PDL
1090
Portfolio Design Labs
California
$226K
FCH
1091
Freestone Capital Holdings
Washington
$224K
OWA
1092
Octavia Wealth Advisors
Ohio
$223K
FCIM
1093
Fairview Capital Investment Management
California
$223K
NB
1094
Northwest Bancshares
Pennsylvania
$223K
FCP
1095
Fidelis Capital Partners
Florida
$223K
RCM
1096
RB Capital Management
Nevada
$221K
CWM
1097
Cornerstone Wealth Management
Missouri
$221K
PFM
1098
Patton Fund Management
Texas
$220K
MIM
1099
Merrion Investment Management
New Jersey
$220K
LAM
1100
L2 Asset Management
Massachusetts
$220K