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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
OAJ
1201
Ogorek Anthony Joseph
New York
$7K
JWM
1202
JPL Wealth Management
Colorado
$6.99K
CCM
1203
Chilton Capital Management
Texas
$6.99K
BWAM
1204
Boyd Watterson Asset Management
Ohio
$6.99K
BFS
1205
Bare Financial Services
Pennsylvania
$6.99K
ABWM
1206
Alpine Bank Wealth Management
Colorado
$6.64K
BI
1207
Binnacle Investments
Iowa
$6.29K
RS
1208
Rakuten Securities
Japan
$6.29K
AW
1209
Avion Wealth
Texas
$6K
MFT
1210
Moisand Fitzgerald Tamayo
Florida
$5.94K
MAM
1211
Marquette Asset Management
Minnesota
$5.94K
TCM
1212
Triumph Capital Management
Colorado
$5.71K
MSWM
1213
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K
SC
1214
Solstein Capital
California
$5.59K
DWM
1215
Dogwood Wealth Management
Kansas
$5.59K
IW
1216
Imprint Wealth
South Carolina
$5.59K
CCM
1217
Cloud Capital Management
Washington
$5K
SN
1218
Sittner & Nelson
Oregon
$4.89K
AWM
1219
Abound Wealth Management
Tennessee
$4.88K
AP
1220
Aspect Partners
Virginia
$4.54K
JGIA
1221
Jackson Grant Investment Advisers
Connecticut
$4.19K
FG
1222
Fairman Group
Pennsylvania
$4.19K
TIM
1223
Tortoise Investment Management
New York
$4.19K
PWMG
1224
Private Wealth Management Group
New Jersey
$3.85K
TWD
1225
True Wealth Design
Ohio
$3.5K