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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
BHWM
1251
Bay Harbor Wealth Management
Maryland
$2.8K
RWM
1252
Rialto Wealth Management
New York
$2.45K
PC
1253
Promus Capital
Illinois
$2.45K
AIM
1254
Anchor Investment Management
South Carolina
$2.45K
HCM
1255
Hollencrest Capital Management
California
$2.45K
GFWA
1256
Grey Fox Wealth Advisors
Delaware
$2.45K
APM
1257
Advanced Portfolio Management
New York
$2.45K
CC
1258
Corsicana & Co
Texas
$2.45K
HWA
1259
Heartwood Wealth Advisors
Virginia
$2.45K
NWM
1260
Nova Wealth Management
Florida
$2.39K
WWM
1261
Wolff Wiese Magana
California
$2.1K
SIC
1262
SJS Investment Consulting
Ohio
$2.1K
TCA
1263
Trifecta Capital Advisors
Illinois
$2.1K
KG
1264
Kilter Group
New York
$2.1K
EWP
1265
Elevation Wealth Partners
California
$2.1K
HWP
1266
Highline Wealth Partners
California
$2.1K
TCB
1267
Texas Capital Bancshares
Texas
$2.1K
CMP
1268
Coston McIsaac & Partners
Maine
$2K
FW
1269
Fairway Wealth
Ohio
$1.75K
CIA
1270
Cape Investment Advisory
Georgia
$1.75K
HFS
1271
Hughes Financial Services
Virginia
$1.56K
CJ
1272
Caitlin John
Michigan
$1.48K
FLP
1273
Financial Life Planners
Arizona
$1.4K
WW
1274
Winnow Wealth
Texas
$1.4K
DF
1275
DecisionPoint Financial
Arizona
$1.4K