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Rockwell Automation

1,285 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, 448 increasing their positions, 438 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:

3% more capital invested

Capital invested by funds: $31.1B → $32.1B (+$1.02B)

2% more repeat investments, than reductions

Existing positions increased: 448 | Existing positions reduced: 438

1.35% less ownership

Funds ownership: 83.09%81.73% (-1.4%)

Holders
1,285
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
1W
1326
1776 Wealth
Georgia
KA
1327
KLCM Advisors
Wisconsin
SCM
1328
Stevens Capital Management
Pennsylvania
MPM
1329
MBB Public Markets
Illinois
CI
1330
Cambiar Investors
Colorado
KI
1331
Keystone Investors
Singapore
AF
1332
Aviso Financial
Ontario, Canada
WTFG
1333
Wells Trecaso Financial Group
Ohio
SA
1334
Sicart Associates
New York
PCP
1335
Proficio Capital Partners
Massachusetts
SAW
1336
Signal Advisors Wealth
Michigan
WG
1337
Winton Group
United Kingdom
TIA
1338
Trust Investment Advisors
Indiana
CCT
1339
Chemung Canal Trust
New York
PCMC
1340
Paragon Capital Management (Colorado)
Colorado
CCFM
1341
Clear Creek Financial Management
Washington
CAM
1342
Cidel Asset Management
Ontario, Canada
FMTC
1343
Farmers & Merchants Trust Company
California
GWM
1344
Gitterman Wealth Management
New Jersey
WBC
1345
Westpac Banking Corp
Australia
EWA
1346
EQ Wealth Advisors
Texas
BCMLT
1347
Beacon Capital Management LLC (Tennessee)
Tennessee
ATC
1348
Advantage Trust Company
Kansas
GM
1349
GeoWealth Management
Illinois
LFA
1350
Legend Financial Advisors
Pennsylvania