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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
FLP
1276
Financial Life Planners
Arizona
$1.4K +$1.38K +4 New
WW
1277
Winnow Wealth
Texas
$1.4K +$1.38K +4 New
DF
1278
DecisionPoint Financial
Arizona
$1.4K
NFSG
1279
Newbridge Financial Services Group
Florida
$1.4K
IWM
1280
IMG Wealth Management
Florida
$1.4K +$1.38K +4 New
HC
1281
Hara Capital
Washington
$1.05K
SRCM
1282
Signature Resources Capital Management
California
$1.05K
AWM
1283
Activest Wealth Management
Florida
$1.05K +$691 +2 +200%
NC
1284
North Capital
Utah
$1.05K +$1.04K +3 New
CPG
1285
Cornerstone Planning Group
New Jersey
$1.02K +$5.87K +17 +189%
ACA
1286
American Capital Advisory
Idaho
$700
CTWM
1287
Cherry Tree Wealth Management
Minnesota
$700
GWM
1288
Geneos Wealth Management
Colorado
$699 -$7.94K -23 -92%
PWA
1289
Principia Wealth Advisory
Texas
$699
PEAK6
1290
PEAK6
Illinois
$506 +$345 +1 New
CMA
1291
Cedar Mountain Advisors
Oregon
$357
DCM
1292
Davis Capital Management
Florida
$350 +$345 +1 New
EFMH
1293
E Fund Management (HK)
Hong Kong
$350 +$345 +1 New
WOC
1294
West Oak Capital
California
$63
RCM
1295
Raleigh Capital Management
North Carolina
$23
Norges Bank
1296
Norges Bank
Norway
-$369M -1,109,597 Closed
Tudor Investment Corp
1297
Tudor Investment Corp
Connecticut
-$19.6M -56,694 Closed
WIM
1298
WIM Investment Management
Hong Kong
-$17.1M -51,500 Closed
ACM
1299
Aquatic Capital Management
Illinois
-$17M -51,191 Closed
FGP
1300
Freestone Grove Partners
California
-$10.5M -31,717 Closed