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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GGI
1226
Godsey & Gibb Inc
Virginia
$48.6K
PAM
1227
Parvin Asset Management
South Dakota
$48.6K
IAS
1228
IMA Advisory Services
Colorado
$48.6K
IWP
1229
IAG Wealth Partners
Wisconsin
$48.3K
TFG
1230
Team Financial Group
California
$47.5K
DT
1231
DV Trading
Illinois
$46.7K
S
1232
Sachetta
Massachusetts
$44.1K
M
1233
MOTCO
Texas
$43.6K
FP
1234
Financial Perspectives
Minnesota
$43.6K
MCA
1235
Maryland Capital Advisors
Maryland
$43.2K
SEP
1236
Signature Equity Partners
Ohio
$41.3K
DWS
1237
Dynamic Wealth Strategies
California
$40.1K
DMBA
1238
Deseret Mutual Benefit Administrators
Utah
$39.7K
TFGT
1239
TS Financial Group (TSFG)
Illinois
$39K
KOCAA
1240
Knights of Columbus Asset Advisors
Connecticut
$38.9K
CNBTD
1241
Citizens National Bank Trust Department
Mississippi
$38.9K
RC
1242
Rexford Capital
Texas
$38.9K
FUBT
1243
First United Bank & Trust
Maryland
$37.4K
GBT
1244
Grove Bank & Trust
Florida
$36.6K
CB
1245
Community Bank
New York
$35K
FFO
1246
Fortitude Family Office
Arizona
$34.2K
TCM
1247
TD Capital Management
Tennessee
$33.5K
CCSARL
1248
Copos Capital S.a r.l.
$33.5K
BFPW
1249
BOK Financial Private Wealth
Colorado
$33.1K
PWMG
1250
Prestige Wealth Management Group
New Jersey
$32.7K