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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
PTC
1326
Petrus Trust Company
Texas
-$376K -1,132 Closed
SXL
1327
Summit X LLC
Missouri
-$373K -1,124 Closed
BCM
1328
Bayesian Capital Management
New York
-$365K -1,100 Closed
AIP
1329
Almanack Investment Partners
Pennsylvania
-$363K -1,094 Closed
Simplex Trading
1330
Simplex Trading
Illinois
-$370K -1,071 Closed
GC
1331
Grange Capital
Oregon
-$349K -1,050 Closed
BFM
1332
Boothbay Fund Management
New York
-$333K -1,001 Closed
RIM
1333
RW Investment Management
Idaho
-$332K -1,000 Closed
1W
1334
1776 Wealth
Georgia
-$325K -979 Closed
KA
1335
KLCM Advisors
Wisconsin
-$321K -966 Closed
SCM
1336
Stevens Capital Management
Pennsylvania
-$320K -964 Closed
MPM
1337
MBB Public Markets
Illinois
-$315K -949 Closed
CI
1338
Cambiar Investors
Colorado
-$292K -878 Closed
KI
1339
Keystone Investors
Singapore
-$290K -874 Closed
AF
1340
Aviso Financial
Ontario, Canada
-$285K -859 Closed
WTFG
1341
Wells Trecaso Financial Group
Ohio
-$266K -800 Closed
SA
1342
Sicart Associates
New York
-$257K -775 Closed
PCP
1343
Proficio Capital Partners
Massachusetts
-$243K -730 Closed
SAW
1344
Signal Advisors Wealth
Michigan
-$231K -694 Closed
WG
1345
Winton Group
United Kingdom
-$222K -667 Closed
TIA
1346
Trust Investment Advisors
Indiana
-$221K -664 Closed
CCT
1347
Chemung Canal Trust
New York
-$210K -633 Closed
PCMC
1348
Paragon Capital Management (Colorado)
Colorado
-$210K -632 Closed
CCFM
1349
Clear Creek Financial Management
Washington
-$208K -625 Closed
CAM
1350
Cidel Asset Management
Ontario, Canada
-$204K -613 Closed