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Rockwell Automation

1,272 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 434 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
CMP
1251
Coston McIsaac & Partners
Maine
$2K
FW
1252
Fairway Wealth
Ohio
$1.75K
HFS
1253
Hughes Financial Services
Virginia
$1.56K
CJ
1254
Caitlin John
Michigan
$1.48K
FLP
1255
Financial Life Planners
Arizona
$1.4K
WW
1256
Winnow Wealth
Texas
$1.4K
NFSG
1257
Newbridge Financial Services Group
Florida
$1.4K
DF
1258
DecisionPoint Financial
Arizona
$1.4K
IWM
1259
IMG Wealth Management
Florida
$1.4K
HC
1260
Hara Capital
Washington
$1.05K
SRCM
1261
Signature Resources Capital Management
California
$1.05K
AWM
1262
Activest Wealth Management
Florida
$1.05K
NC
1263
North Capital
Utah
$1.05K
CPG
1264
Cornerstone Planning Group
New Jersey
$1.02K
ACA
1265
American Capital Advisory
Idaho
$700
CTWM
1266
Cherry Tree Wealth Management
Minnesota
$700
GWM
1267
Geneos Wealth Management
Colorado
$699
PEAK6
1268
PEAK6
Illinois
$506
CMA
1269
Cedar Mountain Advisors
Oregon
$357
DCM
1270
Davis Capital Management
Florida
$350
EFMH
1271
E Fund Management (HK)
Hong Kong
$350
WOC
1272
West Oak Capital
California
$63
RCM
1273
Raleigh Capital Management
North Carolina
$23
Norges Bank
1274
Norges Bank
Norway
Tudor Investment Corp
1275
Tudor Investment Corp
Connecticut