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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
PGAM
1201
Princeton Global Asset Management
New Jersey
$80.1K
BLC
1202
Brown, Lisle/Cummings
Rhode Island
$77.8K
RFP
1203
Root Financial Partners
California
$77.4K
CSPIA
1204
Cary Street Partners Investment Advisory
Virginia
$76.3K
APW
1205
Aventura Private Wealth
Florida
$72.4K
MNA
1206
Manning & Napier Advisors
New York
$72K
BOJHT
1207
Bank of Jackson Hole Trust
Wyoming
$71.2K
SAG
1208
SageView Advisory Group
California
$70.5K
KFA
1209
Kelleher Financial Advisors
New York
$69.3K
SOW
1210
State of Wyoming
Wyoming
$67.7K
API
1211
Asset Planning Inc
California
$67.3K
SSG
1212
Summit Securities Group
New York
$64.2K
TFIPS
1213
Towarzystwo Funduszy Inwestycyjnych PZU SA
$64.2K
AF
1214
Avanza Fonder
Sweden
$63.4K
DE
1215
DV Equities
Illinois
$61.5K
OP
1216
ORG Partners
Indiana
$61.1K
OPTFSNA
1217
Old Point Trust & Financial Services N A
Virginia
$59.9K
LWANC
1218
Laurel Wealth Advisors (North Carolina)
North Carolina
$54.9K
RL
1219
Rogco LP
Oklahoma
$54.1K
HFS
1220
Hantz Financial Services
Michigan
$54K
EDRH
1221
Edmond de Rothschild Holding
Switzerland
$53.7K
SGK
1222
Steigerwald Gordon & Koch
Virginia
$52.5K
FWA
1223
Flagship Wealth Advisors
Massachusetts
$51.7K
AG
1224
AmeriFlex Group
Nevada
$50.6K
SIS
1225
Strategic Investment Solutions
Illinois
$50.2K