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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
CNBTD
1151
Citizens National Bank Trust Department
Mississippi
$35K
KOCAA
1152
Knights of Columbus Asset Advisors
Connecticut
$35K
RC
1153
Rexford Capital
Texas
$35K
AG
1154
AmeriFlex Group
Nevada
$35K
FUBT
1155
First United Bank & Trust
Maryland
$33.6K
GBT
1156
Grove Bank & Trust
Florida
$32.9K
PFA
1157
Pathway Financial Advisers
Indiana
$32.5K
TSMHT
1158
Thurston Springer Miller Herd & Titak
Indiana
$31.8K
CB
1159
Community Bank
New York
$31.5K
Kayne Anderson Rudnick Investment Management
1160
Kayne Anderson Rudnick Investment Management
California
$28.7K
GEA
1161
Glen Eagle Advisors
New Jersey
$28.4K
B
1162
Birchbrook
Maine
$28K
FC
1163
Fairscale Capital
New Hampshire
$27.6K
WBC
1164
West Branch Capital
Massachusetts
$26.2K
PB
1165
Pinnacle Bancorp
Nebraska
$25.9K
RA
1166
Rise Advisors
New York
$25.6K
MCM
1167
MV Capital Management
Maryland
$25.2K
NMG
1168
New Millennium Group
Utah
$24.8K
CB
1169
CNB Bank
Pennsylvania
$24.5K
EIM
1170
Essex Investment Management
Massachusetts
$24.5K
VWM
1171
Valley Wealth Managers
New Jersey
$22.7K
GPFA
1172
Game Plan Financial Advisors
Ohio
$22.4K
W
1173
WealthCollab
Washington
$22.4K
FDCP
1174
Foster Dykema Cabot & Partners
Massachusetts
$22.4K
DWM
1175
Darwin Wealth Management
Florida
$22.2K