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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
GA
1226
Guerra Advisors
Florida
$3.5K
RF
1227
Rossby Financial
Florida
$3.49K
DF
1228
Dunhill Financial
United Kingdom
$3.46K
CSC
1229
Caldwell Sutter Capital
California
$3.15K
PA
1230
Pineridge Advisors
Missouri
$3.15K
BHWM
1231
Beaird Harris Wealth Management
Texas
$3.15K
SC
1232
Sawyer & Company
Massachusetts
$3K
PP
1233
PFS Partners
New Jersey
$2.8K
CAC
1234
Core Alternative Capital
Georgia
$2.8K
BHWM
1235
Bay Harbor Wealth Management
Maryland
$2.8K
HCM
1236
Hollencrest Capital Management
California
$2.45K
AIM
1237
Anchor Investment Management
South Carolina
$2.45K
RWM
1238
Rialto Wealth Management
New York
$2.45K
PC
1239
Promus Capital
Illinois
$2.45K
APM
1240
Advanced Portfolio Management
New York
$2.45K
GFWA
1241
Grey Fox Wealth Advisors
Delaware
$2.45K
HWA
1242
Heartwood Wealth Advisors
Virginia
$2.45K
CC
1243
Corsicana & Co
Texas
$2.45K
NWM
1244
Nova Wealth Management
Florida
$2.39K
WWM
1245
Wolff Wiese Magana
California
$2.1K
SIC
1246
SJS Investment Consulting
Ohio
$2.1K
TCA
1247
Trifecta Capital Advisors
Illinois
$2.1K
EWP
1248
Elevation Wealth Partners
California
$2.1K
HWP
1249
Highline Wealth Partners
California
$2.1K
TCB
1250
Texas Capital Bancshares
Texas
$2.1K