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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
ZBNA
1151
Zions Bancorporation, National Association
Utah
$188K
TF
1152
Tompkins Financial
New York
$187K
DPW
1153
DiNuzzo Private Wealth
Pennsylvania
$184K
AGWCA
1154
Annis Gardner Whiting Capital Advisors
Florida
$176K
STB
1155
S&T Bank
Pennsylvania
$175K
AI
1156
AdvisorShares Investments
Maryland
$171K
TSMHT
1157
Thurston Springer Miller Herd & Titak
Indiana
$167K
CT
1158
Coastline Trust
Rhode Island
$161K
VCMGDR
1159
Vinland Capital Management Gestora de Recursos
Brazil
$159K
SS
1160
SBI Securities
Japan
$158K
RIL
1161
Rothschild Investment LLC
Illinois
$156K
ECM
1162
Estabrook Capital Management
New York
$156K
TIM
1163
Thompson Investment Management
Wisconsin
$156K
VNA
1164
Valley National Advisers
Pennsylvania
$155K
EWA
1165
EQ Wealth Advisors
Texas
$153K
TCOT
1166
Trust Company of Toledo
Ohio
$148K
CBT
1167
Crews Bank & Trust
Florida
$146K
SS
1168
Sunbelt Securities
Texas
$145K
KBFS
1169
Kohmann Bosshard Financial Services
Ohio
$145K
WSFS
1170
Wilmington Savings Fund Society
Delaware
$141K
NWM
1171
Navigoe Wealth Management
California
$137K
MA
1172
Modus Advisors
Minnesota
$129K
OL
1173
OneFund LLC
Florida
$129K
CH
1174
Cromwell Holdings
Wyoming
$128K
MMCM
1175
Murphy & Mullick Capital Management
New York
$127K