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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
PAM
1126
PCG Asset Management
New Jersey
$209K
BTW
1127
Boston Trust Walden
Massachusetts
$209K
SCA
1128
Southern Capital Advisors
Tennessee
$209K
GWM
1129
Goldenstone Wealth Management
California
$209K
NAG
1130
Northstar Advisory Group
New Jersey
$209K
CP
1131
Canopy Partners
Ohio
$208K
ST
1132
Smithfield Trust
Pennsylvania
$207K
CIC
1133
Chase Investment Counsel
Virginia
$207K
NB
1134
NBT Bank
New York
$206K
CSB
1135
City State Bank
Iowa
$206K
FFG
1136
Frisch Financial Group
New York
$206K
WAM
1137
Walker Asset Management
Missouri
$206K
HBS
1138
Howard Bailey Securities
Indiana
$205K
MM
1139
MQS Management
New York
$205K
RMAM
1140
Raab & Moskowitz Asset Management
New Jersey
$205K
AT
1141
American Trust
Kentucky
$205K
HWMO
1142
Heritage Wealth Management (Ohio)
Ohio
$205K
CHC
1143
City Holding Co
West Virginia
$202K
BFA
1144
Beacon Financial Advisory
Ohio
$202K
KIA
1145
KCM Investment Advisors
California
$201K
AF
1146
Advisornet Financial
Minnesota
$200K
SDIC
1147
South Dakota Investment Council
South Dakota
$195K
MMG
1148
Monetary Management Group
Missouri
$195K
TFM
1149
TFC Financial Management
Massachusetts
$194K
VCM
1150
Versant Capital Management
Arizona
$193K