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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
CFO
1101
CVA Family Office
Colorado
$89.1K
CTB
1102
Country Trust Bank
Illinois
$88.8K
NECFA
1103
New England Capital Financial Advisors
Connecticut
$87.5K
WSCM
1104
Wellington Shields Capital Management
New York
$87.4K
HBW
1105
Hazlett, Burt & Watson
West Virginia
$87K
LWA
1106
Lowe Wealth Advisors
Maryland
$86.7K
AI
1107
AdvisorShares Investments
Maryland
$82.5K
IBOK
1108
Independence Bank of Kentucky
Kentucky
$80.4K
BIM
1109
Breakwater Investment Management
Washington
$79K
HC
1110
Hoese & Co
Minnesota
$78.6K
QC
1111
Quent Capital
New York
$77K
WPA
1112
Wealth Preservation Advisors
Tennessee
$76.5K
HWM
1113
Hemington Wealth Management
Virginia
$76K
PGAM
1114
Princeton Global Asset Management
New Jersey
$72K
BLC
1115
Brown, Lisle/Cummings
Rhode Island
$69.9K
SSG
1116
Summit Securities Group
New York
$68.2K
APW
1117
Aventura Private Wealth
Florida
$65K
C
1118
Covestor
United Kingdom
$64K
RFP
1119
Root Financial Partners
California
$64K
CSPIA
1120
Cary Street Partners Investment Advisory
Virginia
$63.6K
KFA
1121
Kelleher Financial Advisors
New York
$62.2K
API
1122
Asset Planning Inc
California
$60.5K
OP
1123
ORG Partners
Indiana
$60.5K
BOJHT
1124
Bank of Jackson Hole Trust
Wyoming
$59.8K
SWM
1125
Spire Wealth Management
Virginia
$58.8K