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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
BI
1226
Binnacle Investments
Iowa
$6.29K
RS
1227
Rakuten Securities
Japan
$6.29K +$2.76K +8 +80%
AW
1228
Avion Wealth
Texas
$6K +$691 +2 +12%
MFT
1229
Moisand Fitzgerald Tamayo
Florida
$5.94K
MAM
1230
Marquette Asset Management
Minnesota
$5.94K +$5.87K +17 New
MSWM
1231
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K
SC
1232
Solstein Capital
California
$5.59K
DWM
1233
Dogwood Wealth Management
Kansas
$5.59K +$691 +2 +14%
IW
1234
Imprint Wealth
South Carolina
$5.59K +$5.53K +16 New
CCM
1235
Cloud Capital Management
Washington
$5K +$5.53K +16 New
SN
1236
Sittner & Nelson
Oregon
$4.89K
AWM
1237
Abound Wealth Management
Tennessee
$4.88K +$345 +1 +8%
AP
1238
Aspect Partners
Virginia
$4.54K +$3.8K +11 +550%
FG
1239
Fairman Group
Pennsylvania
$4.19K
JGIA
1240
Jackson Grant Investment Advisers
Connecticut
$4.19K
TIM
1241
Tortoise Investment Management
New York
$4.19K +$691 +2 +20%
PWMG
1242
Private Wealth Management Group
New Jersey
$3.85K
MWA
1243
Medallion Wealth Advisors
Connecticut
$3.64K
TWD
1244
True Wealth Design
Ohio
$3.5K
GA
1245
Guerra Advisors
Florida
$3.5K +$3.45K +10 New
RF
1246
Rossby Financial
Florida
$3.49K
DF
1247
Dunhill Financial
United Kingdom
$3.46K +$345 +1 +11%
CSC
1248
Caldwell Sutter Capital
California
$3.15K
PA
1249
Pineridge Advisors
Missouri
$3.15K
BHWM
1250
Beaird Harris Wealth Management
Texas
$3.15K +$3.11K +9 New