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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
IWP
1126
IAG Wealth Partners
Wisconsin
$43.4K
TFG
1127
Team Financial Group
California
$42.5K
S
1128
Sachetta
Massachusetts
$42.1K
SS
1129
SBI Securities
Japan
$40.9K
M
1130
MOTCO
Texas
$39.1K
FP
1131
Financial Perspectives
Minnesota
$39.1K
MCA
1132
Maryland Capital Advisors
Maryland
$38.8K
QL
1133
Quarry LP
New York
$37.4K
TFGT
1134
TS Financial Group (TSFG)
Illinois
$35K
CNBTD
1135
Citizens National Bank Trust Department
Mississippi
$35K
KOCAA
1136
Knights of Columbus Asset Advisors
Connecticut
$35K
RC
1137
Rexford Capital
Texas
$35K
AG
1138
AmeriFlex Group
Nevada
$35K
FUBT
1139
First United Bank & Trust
Maryland
$33.6K
GBT
1140
Grove Bank & Trust
Florida
$32.9K
PFA
1141
Pathway Financial Advisers
Indiana
$32.5K
TSMHT
1142
Thurston Springer Miller Herd & Titak
Indiana
$31.8K
CB
1143
Community Bank
New York
$31.5K
Kayne Anderson Rudnick Investment Management
1144
Kayne Anderson Rudnick Investment Management
California
$28.7K
GEA
1145
Glen Eagle Advisors
New Jersey
$28.4K
B
1146
Birchbrook
Maine
$28K
FC
1147
Fairscale Capital
New Hampshire
$27.6K
WBC
1148
West Branch Capital
Massachusetts
$26.2K
PB
1149
Pinnacle Bancorp
Nebraska
$25.9K
RA
1150
Rise Advisors
New York
$25.6K