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Rockwell Automation

1,272 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, 434 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: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
PGAM
1101
Princeton Global Asset Management
New Jersey
$72K
BLC
1102
Brown, Lisle/Cummings
Rhode Island
$69.9K
SSG
1103
Summit Securities Group
New York
$68.2K
C
1104
Covestor
United Kingdom
$64K
RFP
1105
Root Financial Partners
California
$64K
CSPIA
1106
Cary Street Partners Investment Advisory
Virginia
$63.6K
KFA
1107
Kelleher Financial Advisors
New York
$62.2K
API
1108
Asset Planning Inc
California
$60.5K
OP
1109
ORG Partners
Indiana
$60.5K
BOJHT
1110
Bank of Jackson Hole Trust
Wyoming
$59.8K
SWM
1111
Spire Wealth Management
Virginia
$58.8K
TFIPS
1112
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.7K
WC
1113
Wexford Capital
Florida
$57.7K
TFA
1114
Transamerica Financial Advisors
Florida
$56.7K
SWP
1115
Strategic Wealth Partners
Ohio
$55.9K
OPTFSNA
1116
Old Point Trust & Financial Services N A
Virginia
$53.8K
PWMG
1117
Prestige Wealth Management Group
New Jersey
$51.7K
RL
1118
Rogco LP
Oklahoma
$48.6K
SGK
1119
Steigerwald Gordon & Koch
Virginia
$47.2K
AWM
1120
Accredited Wealth Management
Kentucky
$47.2K
FWA
1121
Flagship Wealth Advisors
Massachusetts
$46.5K
GGI
1122
Godsey & Gibb Inc
Virginia
$45.8K
IAS
1123
IMA Advisory Services
Colorado
$43.7K
DMBA
1124
Deseret Mutual Benefit Administrators
Utah
$43.7K
PAM
1125
Parvin Asset Management
South Dakota
$43.7K