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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
AW
1226
Avion Wealth
Texas
$6K
MFT
1227
Moisand Fitzgerald Tamayo
Florida
$5.94K
MAM
1228
Marquette Asset Management
Minnesota
$5.94K
MSWM
1229
Mowery & Schoenfeld Wealth Management
Illinois
$5.59K
SC
1230
Solstein Capital
California
$5.59K
DWM
1231
Dogwood Wealth Management
Kansas
$5.59K
IW
1232
Imprint Wealth
South Carolina
$5.59K
CCM
1233
Cloud Capital Management
Washington
$5K
SN
1234
Sittner & Nelson
Oregon
$4.89K
AWM
1235
Abound Wealth Management
Tennessee
$4.88K
AP
1236
Aspect Partners
Virginia
$4.54K
JGIA
1237
Jackson Grant Investment Advisers
Connecticut
$4.19K
FG
1238
Fairman Group
Pennsylvania
$4.19K
TIM
1239
Tortoise Investment Management
New York
$4.19K
PWMG
1240
Private Wealth Management Group
New Jersey
$3.85K
TWD
1241
True Wealth Design
Ohio
$3.5K
GA
1242
Guerra Advisors
Florida
$3.5K
RF
1243
Rossby Financial
Florida
$3.49K
DF
1244
Dunhill Financial
United Kingdom
$3.46K
PA
1245
Pineridge Advisors
Missouri
$3.15K
CSC
1246
Caldwell Sutter Capital
California
$3.15K
BHWM
1247
Beaird Harris Wealth Management
Texas
$3.15K
SC
1248
Sawyer & Company
Massachusetts
$3K
PP
1249
PFS Partners
New Jersey
$2.8K
CAC
1250
Core Alternative Capital
Georgia
$2.8K