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Rockwell Automation

1,285 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, 448 increasing their positions, 438 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

2% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 438

1.35% less ownership

Funds ownership: 83.09%81.73% (-1.4%)

Holders
1,285
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
SC
1226
Solstein Capital
California
$5.59K
DWM
1227
Dogwood Wealth Management
Kansas
$5.59K
IW
1228
Imprint Wealth
South Carolina
$5.59K
CCM
1229
Cloud Capital Management
Washington
$5K
SN
1230
Sittner & Nelson
Oregon
$4.89K
AWM
1231
Abound Wealth Management
Tennessee
$4.88K
AP
1232
Aspect Partners
Virginia
$4.54K
JGIA
1233
Jackson Grant Investment Advisers
Connecticut
$4.19K
FG
1234
Fairman Group
Pennsylvania
$4.19K
TIM
1235
Tortoise Investment Management
New York
$4.19K
PWMG
1236
Private Wealth Management Group
New Jersey
$3.85K
TWD
1237
True Wealth Design
Ohio
$3.5K
GA
1238
Guerra Advisors
Florida
$3.5K
RF
1239
Rossby Financial
Florida
$3.49K
DF
1240
Dunhill Financial
United Kingdom
$3.46K
CSC
1241
Caldwell Sutter Capital
California
$3.15K
PA
1242
Pineridge Advisors
Missouri
$3.15K
BHWM
1243
Beaird Harris Wealth Management
Texas
$3.15K
SC
1244
Sawyer & Company
Massachusetts
$3K
PP
1245
PFS Partners
New Jersey
$2.8K
CAC
1246
Core Alternative Capital
Georgia
$2.8K
BHWM
1247
Bay Harbor Wealth Management
Maryland
$2.8K
HCM
1248
Hollencrest Capital Management
California
$2.45K
AIM
1249
Anchor Investment Management
South Carolina
$2.45K
RWM
1250
Rialto Wealth Management
New York
$2.45K