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Rockwell Automation

1,272 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 434 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
CCT
1326
Chemung Canal Trust
New York
PCMC
1327
Paragon Capital Management (Colorado)
Colorado
CCFM
1328
Clear Creek Financial Management
Washington
CAM
1329
Cidel Asset Management
Ontario, Canada
FMTC
1330
Farmers & Merchants Trust Company
California
GWM
1331
Gitterman Wealth Management
New Jersey
WBC
1332
Westpac Banking Corp
Australia
EWA
1333
EQ Wealth Advisors
Texas
BCMLT
1334
Beacon Capital Management LLC (Tennessee)
Tennessee
ATC
1335
Advantage Trust Company
Kansas
GM
1336
GeoWealth Management
Illinois
LFA
1337
Legend Financial Advisors
Pennsylvania
CW
1338
Cooksen Wealth
Texas
CIAM
1339
Caitong International Asset Management
Hong Kong
NC
1340
NewSquare Capital
Pennsylvania
WA
1341
Whipplewood Advisors
Colorado
RAM
1342
Riggs Asset Management
Pennsylvania
DRP
1343
Decker Retirement Planning
Utah
KIM
1344
Kestra Investment Management
Texas
TPWA
1345
Twin Peaks Wealth Advisors
California
KWM
1346
Kiker Wealth Management
Georgia
Fuller & Thaler Asset Management
1347
Fuller & Thaler Asset Management
California
TIM
1348
Total Investment Management
Arizona
SVCP
1349
Silicon Valley Capital Partners
California
SO
1350
Sierra Ocean
California