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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
NMG
1151
New Millennium Group
Utah
$24.8K
EIM
1152
Essex Investment Management
Massachusetts
$24.5K
CB
1153
CNB Bank
Pennsylvania
$24.5K
VWM
1154
Valley Wealth Managers
New Jersey
$22.7K
GPFA
1155
Game Plan Financial Advisors
Ohio
$22.4K
FDCP
1156
Foster Dykema Cabot & Partners
Massachusetts
$22.4K
W
1157
WealthCollab
Washington
$22.4K
DWM
1158
Darwin Wealth Management
Florida
$22.2K
BGAI
1159
Bruce G. Allen Investments
Colorado
$22K
DAM
1160
Delta Asset Management
Tennessee
$22K
MHR
1161
Matthew Hamilton Rosenberg
$21.7K
HFS
1162
Hantz Financial Services
Michigan
$20K
AFG
1163
Albion Financial Group
Utah
$19.9K
DWS
1164
Dynamic Wealth Strategies
California
$19.9K
ITIM
1165
Indiana Trust & Investment Management
Indiana
$18.5K
PAI
1166
Pittenger & Anderson Inc
Nebraska
$17.8K
MWM
1167
Mascoma Wealth Management
New Hampshire
$17.5K
MAM
1168
Morse Asset Management
Connecticut
$17.5K
GKIM
1169
GW&K Investment Management
Massachusetts
$17K
PWA
1170
Physician Wealth Advisors
Utah
$16.8K
RFS
1171
Richardson Financial Services
Massachusetts
$16.8K
AIC
1172
Archer Investment Corporation
Indiana
$16.8K
FMP
1173
Financial Management Professionals
Texas
$16.1K
SA
1174
Seneschal Advisors
Washington
$14.7K
FFO
1175
Fortitude Family Office
Arizona
$14.7K