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Rockwell Automation

1,390 hedge funds and large institutions have $36.9B invested in Rockwell Automation in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 466 increasing their positions, 441 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.7% more ownership

Funds ownership: 81.75%84.46% (+2.7%)

6% more repeat investments, than reductions

Existing positions increased: 466 | Existing positions reduced: 441

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

Holders
1,390
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
$442M
Puts
$310M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1276
Mascoma Wealth Management
New Hampshire
$19.5K
MAM
1277
Morse Asset Management
Connecticut
$19.5K
GKIM
1278
GW&K Investment Management
Massachusetts
$19K
PWA
1279
Physician Wealth Advisors
Utah
$18.7K
FMP
1280
Financial Management Professionals
Texas
$18.3K
AIC
1281
Archer Investment Corporation
Indiana
$17.6K
RS
1282
Rakuten Securities
Japan
$17.5K
KAS
1283
Kemnay Advisory Services
New York
$17.5K
SA
1284
Seneschal Advisors
Washington
$16.3K
SL
1285
Salomon & Ludwin
Virginia
$16.2K
NEWAS
1286
N.E.W. Advisory Services
Wisconsin
$16K
OCM
1287
Orion Capital Management
California
$15.8K
BWL
1288
Bogart Wealth LLC
Virginia
$15.2K
CAL
1289
Capital Advisors Ltd
Ohio
$15K
MAM
1290
Marquette Asset Management
Minnesota
$14.8K
EW
1291
Elyxium Wealth
California
$14.4K
PAG
1292
Paladin Advisory Group
Iowa
$14.4K
SIS
1293
Sound Income Strategies
Florida
$14.1K
RF
1294
Rossby Financial
Florida
$14K
CB
1295
CNB Bank
Pennsylvania
$14K
CFS
1296
Compass Financial Services
Iowa
$11.7K
GWP
1297
Gen-Wealth Partners
Michigan
$11.7K
JGCM
1298
Joseph Group Capital Management
Ohio
$11.7K
WA
1299
Westfuller Advisors
New York
$11.5K
UFPG
1300
United Financial Planning Group
New York
$11.3K