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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
NEWAS
1176
N.E.W. Advisory Services
Wisconsin
$14.4K
OCM
1177
Orion Capital Management
California
$14.2K
MCM
1178
Manchester Capital Management
Vermont
$14K
SL
1179
Salomon & Ludwin
Virginia
$14K
GWSG
1180
GPS Wealth Strategies Group
Colorado
$13.6K
PAM
1181
Palisade Asset Management
Minnesota
$13.6K
HHGA
1182
Halbert Hargrove Global Advisors
California
$13.3K
WA
1183
WPG Advisers
Maryland
$13.3K
CAL
1184
Capital Advisors Ltd
Ohio
$13K
PAG
1185
Paladin Advisory Group
Iowa
$12.9K
BWL
1186
Bogart Wealth LLC
Virginia
$12.6K
AA
1187
Addison Advisors
Vermont
$11.5K
WA
1188
Westfuller Advisors
New York
$11K
GWP
1189
Gen-Wealth Partners
Michigan
$10.5K
CFS
1190
Compass Financial Services
Iowa
$10.5K
CLOS
1191
Compagnie Lombard Odier SCmA
Switzerland
$10.1K
HFM
1192
Harvest Fund Management
China
$10K
MEG
1193
Millstone Evans Group
Colorado
$9.79K
UCB
1194
United Community Bank
South Carolina
$9.44K
HHMI
1195
Howard Hughes Medical Institute
Maryland
$8.39K
SIS
1196
Sound Income Strategies
Florida
$8.23K
HIA
1197
Harbor Investment Advisory
Maryland
$7.69K
CFD
1198
Creative Financial Designs
Indiana
$7.35K
CIAS
1199
CBIZ Investment Advisory Services
Ohio
$7.34K
CAL
1200
Capital Analysts LLC
Pennsylvania
$7K