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Rockwell Automation

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 1,2671,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16%81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
Truist Financial
101
Truist Financial
North Carolina
$44.6M -$2.14M -6,201 -5%
Natixis Advisors
102
Natixis Advisors
Massachusetts
$44.6M -$10.2M -29,557 -19%
Mirae Asset Global Investments
103
Mirae Asset Global Investments
South Korea
$44.4M -$6.78M -19,616 -13%
CAI
104
Capital Advisors Inc
Oklahoma
$41.2M +$40.3M +116,653 +9,979%
GI
105
GAMCO Investors
Connecticut
$39.7M -$718K -2,080 -2%
Aberdeen Group
106
Aberdeen Group
United Kingdom
$39M +$4.6M +13,305 +13%
HighTower Advisors
107
HighTower Advisors
Illinois
$37.6M +$1.79M +5,170 +5%
State Board of Administration of Florida Retirement System
108
State Board of Administration of Florida Retirement System
Florida
$36.5M -$2.68M -7,769 -7%
Bank of Montreal
109
Bank of Montreal
Ontario, Canada
$35.4M +$3.57M +10,344 +11%
D.E. Shaw & Co
110
D.E. Shaw & Co
New York
$35.1M +$15.4M +44,644 +80%
First Trust Advisors
111
First Trust Advisors
Illinois
$34.8M +$28.5M +82,473 +485%
Pictet Asset Management
112
Pictet Asset Management
Switzerland
$34.3M +$2.24M +6,493 +7%
SO
113
STRS Ohio
Ohio
$33.5M -$518K -1,499 -2%
RG
114
Renaissance Group
Kentucky
$33M +$32.6M +94,455 New
Manulife (Manufacturers Life Insurance)
115
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$32.6M +$1.77M +5,117 +6%
Zurich Cantonal Bank
116
Zurich Cantonal Bank
Switzerland
$32.3M -$4.7M -13,603 -13%
Corient Private Wealth
117
Corient Private Wealth
Florida
$32.3M +$174K +503 +0.5%
HTHT
118
Hemenway Trust Hemenway Trust
New Hampshire
$32.3M -$2.55M -7,397 -7%
Alyeska Investment Group
119
Alyeska Investment Group
Illinois
$31.9M +$31.5M +91,343 New
RMDI
120
R.M. Davis Inc
Maine
$31.6M +$460K +1,331 +1%
Aviva
121
Aviva
United Kingdom
$31.4M +$1.83M +5,298 +6%
New York State Teachers Retirement System (NYSTRS)
122
New York State Teachers Retirement System (NYSTRS)
New York
$31.4M +$1.09M +3,150 +4%
GF
123
Gabelli Funds
New York
$31.3M -$858K -2,485 -3%
SAM
124
Storebrand Asset Management
Norway
$31.3M +$1.16M +3,372 +4%
Commonwealth Equity Services
125
Commonwealth Equity Services
Massachusetts
$31.3M -$2.48M -7,192 -7%