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Rockwell Automation

1,290 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, 452 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:

3% more repeat investments, than reductions

Existing positions increased: 452 | Existing positions reduced: 437

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.03B)

1.32% less ownership

Funds ownership: 83.07%81.75% (-1.3%)

Holders
1,290
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
RWM
1251
Rialto Wealth Management
New York
$2.45K
PC
1252
Promus Capital
Illinois
$2.45K
AIM
1253
Anchor Investment Management
South Carolina
$2.45K
HCM
1254
Hollencrest Capital Management
California
$2.45K
HWA
1255
Heartwood Wealth Advisors
Virginia
$2.45K
CC
1256
Corsicana & Co
Texas
$2.45K
APM
1257
Advanced Portfolio Management
New York
$2.45K
GFWA
1258
Grey Fox Wealth Advisors
Delaware
$2.45K
NWM
1259
Nova Wealth Management
Florida
$2.39K
WWM
1260
Wolff Wiese Magana
California
$2.1K
SIC
1261
SJS Investment Consulting
Ohio
$2.1K
TCA
1262
Trifecta Capital Advisors
Illinois
$2.1K
KG
1263
Kilter Group
New York
$2.1K
EWP
1264
Elevation Wealth Partners
California
$2.1K
HWP
1265
Highline Wealth Partners
California
$2.1K
TCB
1266
Texas Capital Bancshares
Texas
$2.1K
CMP
1267
Coston McIsaac & Partners
Maine
$2K
CIA
1268
Cape Investment Advisory
Georgia
$1.75K
FW
1269
Fairway Wealth
Ohio
$1.75K
HFS
1270
Hughes Financial Services
Virginia
$1.56K
CJ
1271
Caitlin John
Michigan
$1.48K
FLP
1272
Financial Life Planners
Arizona
$1.4K
WW
1273
Winnow Wealth
Texas
$1.4K
NFSG
1274
Newbridge Financial Services Group
Florida
$1.4K
DF
1275
DecisionPoint Financial
Arizona
$1.4K