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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
CAL
1201
Capital Advisors Ltd
Ohio
$13K
PAG
1202
Paladin Advisory Group
Iowa
$12.9K
BWL
1203
Bogart Wealth LLC
Virginia
$12.6K
AA
1204
Addison Advisors
Vermont
$11.5K
WA
1205
Westfuller Advisors
New York
$11K
GWP
1206
Gen-Wealth Partners
Michigan
$10.5K
CFS
1207
Compass Financial Services
Iowa
$10.5K
CLOS
1208
Compagnie Lombard Odier SCmA
Switzerland
$10.1K
HFM
1209
Harvest Fund Management
China
$10K
MEG
1210
Millstone Evans Group
Colorado
$9.79K
UCB
1211
United Community Bank
South Carolina
$9.44K
HHMI
1212
Howard Hughes Medical Institute
Maryland
$8.39K
SIS
1213
Sound Income Strategies
Florida
$8.23K
HIA
1214
Harbor Investment Advisory
Maryland
$7.69K
CFD
1215
Creative Financial Designs
Indiana
$7.35K
CIAS
1216
CBIZ Investment Advisory Services
Ohio
$7.34K
CAL
1217
Capital Analysts LLC
Pennsylvania
$7K
OAJ
1218
Ogorek Anthony Joseph
New York
$7K
JWM
1219
JPL Wealth Management
Colorado
$6.99K
BWAM
1220
Boyd Watterson Asset Management
Ohio
$6.99K
CCM
1221
Chilton Capital Management
Texas
$6.99K
BFS
1222
Bare Financial Services
Pennsylvania
$6.99K
ABWM
1223
Alpine Bank Wealth Management
Colorado
$6.64K
BI
1224
Binnacle Investments
Iowa
$6.29K
RS
1225
Rakuten Securities
Japan
$6.29K