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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
BDPWM
1176
Barnes Dennig Private Wealth Management
Ohio
$127K
NRG
1177
Nemes Rush Group
Michigan
$124K
OC
1178
Oakworth Capital
Alabama
$118K
BIA
1179
Bell Investment Advisors
California
$115K
KFAS
1180
Keating Financial Advisory Services
Kansas
$112K
1IA
1181
1620 Investment Advisors
Massachusetts
$112K
ADL
1182
Asset Dedication LLC
California
$111K
SIM
1183
Sentry Investment Management
Wisconsin
$107K
DJSG
1184
D.J. St. Germain
Massachusetts
$102K
CFO
1185
CVA Family Office
Colorado
$101K
JFGIW
1186
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$99.2K
CTB
1187
Country Trust Bank
Illinois
$98.8K
NECFA
1188
New England Capital Financial Advisors
Connecticut
$97.4K
WSCM
1189
Wellington Shields Capital Management
New York
$97.3K
HBW
1190
Hazlett, Burt & Watson
West Virginia
$97K
MIHAS
1191
Maj Invest Holding A/S
Denmark
$93K
IBOK
1192
Independence Bank of Kentucky
Kentucky
$91.8K
BIM
1193
Breakwater Investment Management
Washington
$87.9K
HC
1194
Hoese & Co
Minnesota
$87.5K
RBC
1195
Roble Belko & Company
Pennsylvania
$87K
EI
1196
eCIO Inc
Wisconsin
$86.8K
WPA
1197
Wealth Preservation Advisors
Tennessee
$85.2K
QC
1198
Quent Capital
New York
$84.9K
QL
1199
Quarry LP
New York
$80.5K
CIM
1200
Contravisory Investment Management
Massachusetts
$80.5K