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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
BMWM
1101
Brown Miller Wealth Management
Virginia
$220K
FMTC
1102
Farmers & Merchants Trust Company
California
$219K
FA
1103
Fagan Associates
New York
$218K
PTCG
1104
Pring Turner Capital Group
California
$218K
PFBT
1105
Parkside Financial Bank & Trust
Missouri
$217K
WFA
1106
Wellspring Financial Advisors
Ohio
$217K
GKWIM
1107
Gerber Kawasaki Wealth & Investment Management
California
$217K
FCAS
1108
First Command Advisory Services
Texas
$216K
ISL
1109
Ingalls & Snyder LLC
New York
$216K
AWM
1110
Avior Wealth Management
Nebraska
$215K
CA
1111
CoreCap Advisors
Michigan
$215K
GDP
1112
Great Diamond Partners
Maine
$215K
SFG
1113
Seamount Financial Group
Colorado
$214K
WWA
1114
Wealth Watch Advisors
Colorado
$214K
FIB
1115
First Interstate Bank
Montana
$214K
FWP
1116
Forefront Wealth Partners
Texas
$214K
CAM
1117
Cidel Asset Management
Ontario, Canada
$214K
IAS
1118
Integrity Advisory Solutions
Texas
$214K
RIA
1119
Retirement Investment Advisors
Oklahoma
$213K
AWM
1120
Accurate Wealth Management
Florida
$213K
BDL
1121
Banque de Luxembourg
Luxembourg
$213K
AWA
1122
Argos Wealth Advisors
California
$212K
ECM
1123
Evergreen Capital Management
Washington
$210K
AHL
1124
Abel Hall LLC
Louisiana
$210K
FMLI
1125
Fukoku Mutual Life Insurance
Japan
$210K