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Rockwell Automation

1,291 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, 453 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:

4% more repeat investments, than reductions

Existing positions increased: 453 | Existing positions reduced: 437

3% more capital invested

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

1.32% less ownership

Funds ownership: 83.08%81.76% (-1.3%)

Holders
1,291
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
AIP
1326
Almanack Investment Partners
Pennsylvania
Simplex Trading
1327
Simplex Trading
Illinois
GC
1328
Grange Capital
Oregon
BFM
1329
Boothbay Fund Management
New York
RIM
1330
RW Investment Management
Idaho
1W
1331
1776 Wealth
Georgia
KA
1332
KLCM Advisors
Wisconsin
SCM
1333
Stevens Capital Management
Pennsylvania
MPM
1334
MBB Public Markets
Illinois
CI
1335
Cambiar Investors
Colorado
KI
1336
Keystone Investors
Singapore
AF
1337
Aviso Financial
Ontario, Canada
WTFG
1338
Wells Trecaso Financial Group
Ohio
SA
1339
Sicart Associates
New York
PCP
1340
Proficio Capital Partners
Massachusetts
SAW
1341
Signal Advisors Wealth
Michigan
WG
1342
Winton Group
United Kingdom
TIA
1343
Trust Investment Advisors
Indiana
CCT
1344
Chemung Canal Trust
New York
PCMC
1345
Paragon Capital Management (Colorado)
Colorado
CCFM
1346
Clear Creek Financial Management
Washington
CAM
1347
Cidel Asset Management
Ontario, Canada
FMTC
1348
Farmers & Merchants Trust Company
California
GWM
1349
Gitterman Wealth Management
New Jersey
WBC
1350
Westpac Banking Corp
Australia