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Rockwell Automation

1,290 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, 452 increasing their positions, 437 reducing their positions, and 87 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 repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
MFT
1226
Moisand Fitzgerald Tamayo
Florida
$5.94K
MAM
1227
Marquette Asset Management
Minnesota
$5.94K
MSWM
1228
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K
SC
1229
Solstein Capital
California
$5.59K
DWM
1230
Dogwood Wealth Management
Kansas
$5.59K
IW
1231
Imprint Wealth
South Carolina
$5.59K
CCM
1232
Cloud Capital Management
Washington
$5K
SN
1233
Sittner & Nelson
Oregon
$4.89K
AWM
1234
Abound Wealth Management
Tennessee
$4.88K
AP
1235
Aspect Partners
Virginia
$4.54K
JGIA
1236
Jackson Grant Investment Advisers
Connecticut
$4.19K
FG
1237
Fairman Group
Pennsylvania
$4.19K
TIM
1238
Tortoise Investment Management
New York
$4.19K
PWMG
1239
Private Wealth Management Group
New Jersey
$3.85K
TWD
1240
True Wealth Design
Ohio
$3.5K
GA
1241
Guerra Advisors
Florida
$3.5K
RF
1242
Rossby Financial
Florida
$3.49K
DF
1243
Dunhill Financial
United Kingdom
$3.46K
PA
1244
Pineridge Advisors
Missouri
$3.15K
CSC
1245
Caldwell Sutter Capital
California
$3.15K
BHWM
1246
Beaird Harris Wealth Management
Texas
$3.15K
SC
1247
Sawyer & Company
Massachusetts
$3K
PP
1248
PFS Partners
New Jersey
$2.8K
CAC
1249
Core Alternative Capital
Georgia
$2.8K
BHWM
1250
Bay Harbor Wealth Management
Maryland
$2.8K