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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
SWM
1126
Spire Wealth Management
Virginia
$58.8K
TFIPS
1127
Towarzystwo Funduszy Inwestycyjnych PZU SA
$57.7K
WC
1128
Wexford Capital
Florida
$57.7K
TFA
1129
Transamerica Financial Advisors
Florida
$56.7K
SWP
1130
Strategic Wealth Partners
Ohio
$55.9K
OPTFSNA
1131
Old Point Trust & Financial Services N A
Virginia
$53.8K
PWMG
1132
Prestige Wealth Management Group
New Jersey
$51.7K
RL
1133
Rogco LP
Oklahoma
$48.6K
SGK
1134
Steigerwald Gordon & Koch
Virginia
$47.2K
AWM
1135
Accredited Wealth Management
Kentucky
$47.2K
FWA
1136
Flagship Wealth Advisors
Massachusetts
$46.5K
GGI
1137
Godsey & Gibb Inc
Virginia
$45.8K
SIS
1138
Strategic Investment Solutions
Illinois
$45.1K
DMBA
1139
Deseret Mutual Benefit Administrators
Utah
$43.7K
IAS
1140
IMA Advisory Services
Colorado
$43.7K
PAM
1141
Parvin Asset Management
South Dakota
$43.7K
IWP
1142
IAG Wealth Partners
Wisconsin
$43.4K
TFG
1143
Team Financial Group
California
$42.5K
S
1144
Sachetta
Massachusetts
$42.1K
SS
1145
SBI Securities
Japan
$40.9K
M
1146
MOTCO
Texas
$39.1K
FP
1147
Financial Perspectives
Minnesota
$39.1K
MCA
1148
Maryland Capital Advisors
Maryland
$38.8K
QL
1149
Quarry LP
New York
$37.4K
TFGT
1150
TS Financial Group (TSFG)
Illinois
$35K