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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
NECFA
1101
New England Capital Financial Advisors
Connecticut
$87.5K
WSCM
1102
Wellington Shields Capital Management
New York
$87.4K
HBW
1103
Hazlett, Burt & Watson
West Virginia
$87K
LWA
1104
Lowe Wealth Advisors
Maryland
$86.7K
AI
1105
AdvisorShares Investments
Maryland
$82.5K
IBOK
1106
Independence Bank of Kentucky
Kentucky
$80.4K
BIM
1107
Breakwater Investment Management
Washington
$79K
HC
1108
Hoese & Co
Minnesota
$78.6K
QC
1109
Quent Capital
New York
$77K
WPA
1110
Wealth Preservation Advisors
Tennessee
$76.5K
HWM
1111
Hemington Wealth Management
Virginia
$76K
PGAM
1112
Princeton Global Asset Management
New Jersey
$72K
BLC
1113
Brown, Lisle/Cummings
Rhode Island
$69.9K
SSG
1114
Summit Securities Group
New York
$68.2K
APW
1115
Aventura Private Wealth
Florida
$65K
C
1116
Covestor
United Kingdom
$64K
RFP
1117
Root Financial Partners
California
$64K
CSPIA
1118
Cary Street Partners Investment Advisory
Virginia
$63.6K
KFA
1119
Kelleher Financial Advisors
New York
$62.2K
API
1120
Asset Planning Inc
California
$60.5K
OP
1121
ORG Partners
Indiana
$60.5K
BOJHT
1122
Bank of Jackson Hole Trust
Wyoming
$59.8K
SWM
1123
Spire Wealth Management
Virginia
$58.8K
TFIPS
1124
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.7K
WC
1125
Wexford Capital
Florida
$57.7K