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Rockwell Automation

1,285 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, 448 increasing their positions, 438 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

2% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 438

1.35% less ownership

Funds ownership: 83.09%81.73% (-1.4%)

Holders
1,285
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
WA
1201
Westfuller Advisors
New York
$11K
GWP
1202
Gen-Wealth Partners
Michigan
$10.5K
CFS
1203
Compass Financial Services
Iowa
$10.5K
CLOS
1204
Compagnie Lombard Odier SCmA
Switzerland
$10.1K
HFM
1205
Harvest Fund Management
China
$10K
MEG
1206
Millstone Evans Group
Colorado
$9.79K
UCB
1207
United Community Bank
South Carolina
$9.44K
HHMI
1208
Howard Hughes Medical Institute
Maryland
$8.39K
SIS
1209
Sound Income Strategies
Florida
$8.23K
HIA
1210
Harbor Investment Advisory
Maryland
$7.69K
CFD
1211
Creative Financial Designs
Indiana
$7.35K
CIAS
1212
CBIZ Investment Advisory Services
Ohio
$7.34K
CAL
1213
Capital Analysts LLC
Pennsylvania
$7K
OAJ
1214
Ogorek Anthony Joseph
New York
$7K
JWM
1215
JPL Wealth Management
Colorado
$6.99K
CCM
1216
Chilton Capital Management
Texas
$6.99K
BWAM
1217
Boyd Watterson Asset Management
Ohio
$6.99K
BFS
1218
Bare Financial Services
Pennsylvania
$6.99K
ABWM
1219
Alpine Bank Wealth Management
Colorado
$6.64K
BI
1220
Binnacle Investments
Iowa
$6.29K
RS
1221
Rakuten Securities
Japan
$6.29K
AW
1222
Avion Wealth
Texas
$6K
MFT
1223
Moisand Fitzgerald Tamayo
Florida
$5.94K
MAM
1224
Marquette Asset Management
Minnesota
$5.94K
MSWM
1225
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K