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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
PC
1251
Promus Capital
Illinois
$2.45K
GFWA
1252
Grey Fox Wealth Advisors
Delaware
$2.45K
CC
1253
Corsicana & Co
Texas
$2.45K
HWA
1254
Heartwood Wealth Advisors
Virginia
$2.45K
APM
1255
Advanced Portfolio Management
New York
$2.45K
NWM
1256
Nova Wealth Management
Florida
$2.39K
WWM
1257
Wolff Wiese Magana
California
$2.1K
SIC
1258
SJS Investment Consulting
Ohio
$2.1K
TCA
1259
Trifecta Capital Advisors
Illinois
$2.1K
EWP
1260
Elevation Wealth Partners
California
$2.1K
HWP
1261
Highline Wealth Partners
California
$2.1K
TCB
1262
Texas Capital Bancshares
Texas
$2.1K
CMP
1263
Coston McIsaac & Partners
Maine
$2K
CIA
1264
Cape Investment Advisory
Georgia
$1.75K
FW
1265
Fairway Wealth
Ohio
$1.75K
HFS
1266
Hughes Financial Services
Virginia
$1.56K
CJ
1267
Caitlin John
Michigan
$1.48K
FLP
1268
Financial Life Planners
Arizona
$1.4K
WW
1269
Winnow Wealth
Texas
$1.4K
NFSG
1270
Newbridge Financial Services Group
Florida
$1.4K
DF
1271
DecisionPoint Financial
Arizona
$1.4K
IWM
1272
IMG Wealth Management
Florida
$1.4K
SRCM
1273
Signature Resources Capital Management
California
$1.05K
HC
1274
Hara Capital
Washington
$1.05K
AWM
1275
Activest Wealth Management
Florida
$1.05K