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Rockwell Automation

1,294 hedge funds and large institutions have $32.2B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 133 funds opening new positions, 455 increasing their positions, 437 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed

54% more call options, than puts

Call options by funds: $306M | Put options by funds: $198M

53% more first-time investments, than exits

New positions opened: 133 | Existing positions closed: 87

22% more funds holding in top 10

Funds holding in top 10: 911 (+2)

2% more funds holding

Funds holding: 1,2671,294 (+27)

4% more repeat investments, than reductions

Existing positions increased: 455 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.2B (+$1.03B)

1.32% less ownership

Funds ownership: 83.16%81.84% (-1.3%)

Holders
1,294
Holders Change
+27
Holders Change %
+2.13%
% of All Funds
16.98%
Holding in Top 10
11
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+22.22%
% of All Funds
0.14%
New
133
Increased
455
Reduced
437
Closed
87
Calls
$306M
Puts
$198M
Net Calls
+$108M
Net Calls Change
-$81.8M
Name Holding Trade Value Shares
Change
Change in
Stake
SC
1251
Sawyer & Company
Massachusetts
$3K
PP
1252
PFS Partners
New Jersey
$2.8K +$2.76K +8 New
CAC
1253
Core Alternative Capital
Georgia
$2.8K
BHWM
1254
Bay Harbor Wealth Management
Maryland
$2.8K +$691 +2 +33%
AIM
1255
Anchor Investment Management
South Carolina
$2.45K
HCM
1256
Hollencrest Capital Management
California
$2.45K
PC
1257
Promus Capital
Illinois
$2.45K
RWM
1258
Rialto Wealth Management
New York
$2.45K
APM
1259
Advanced Portfolio Management
New York
$2.45K +$2.42K +7 New
CC
1260
Corsicana & Co
Texas
$2.45K +$2.42K +7 New
GFWA
1261
Grey Fox Wealth Advisors
Delaware
$2.45K +$2.42K +7 New
HWA
1262
Heartwood Wealth Advisors
Virginia
$2.45K +$2.42K +7 New
NWM
1263
Nova Wealth Management
Florida
$2.39K -$345 -1 -13%
WWM
1264
Wolff Wiese Magana
California
$2.1K -$15.5K -45 -88%
SIC
1265
SJS Investment Consulting
Ohio
$2.1K -$345 -1 -14%
TCA
1266
Trifecta Capital Advisors
Illinois
$2.1K
KG
1267
Kilter Group
New York
$2.1K +$345 +1 +20%
EWP
1268
Elevation Wealth Partners
California
$2.1K +$2.07K +6 New
HWP
1269
Highline Wealth Partners
California
$2.1K +$345 +1 +20%
TCB
1270
Texas Capital Bancshares
Texas
$2.1K +$2.07K +6 New
CMP
1271
Coston McIsaac & Partners
Maine
$2K +$2.07K +6 New
CIA
1272
Cape Investment Advisory
Georgia
$1.75K
FW
1273
Fairway Wealth
Ohio
$1.75K
HFS
1274
Hughes Financial Services
Virginia
$1.56K
CJ
1275
Caitlin John
Michigan
$1.48K +$1.38K +4 New