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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
CIAS
1326
CBIZ Investment Advisory Services
Ohio
$5.45K
SN
1327
Sittner & Nelson
Oregon
$5.4K
AP
1328
Aspect Partners
Virginia
$5.06K
TWD
1329
True Wealth Design
Ohio
$5.06K
AFC
1330
Ares Financial Consulting
California
$5.06K
MCA
1331
McGuire Capital Advisors
Oklahoma
$4.67K
JGIA
1332
Jackson Grant Investment Advisers
Connecticut
$4.67K
CFM
1333
Cornerstone Financial Management
Massachusetts
$4.67K
BHWM
1334
Bay Harbor Wealth Management
Maryland
$4.67K
AWM
1335
Activest Wealth Management
Florida
$4.28K
DF
1336
Dunhill Financial
United Kingdom
$4.25K
SC
1337
Sawyer & Company
Massachusetts
$3.89K
CSC
1338
Caldwell Sutter Capital
California
$3.5K
MFT
1339
Moisand Fitzgerald Tamayo
Florida
$3.11K
IW
1340
Imprint Wealth
South Carolina
$3.11K
PP
1341
PFS Partners
New Jersey
$3.11K
RWM
1342
Rialto Wealth Management
New York
$3.11K
KG
1343
Kilter Group
New York
$3.11K
MB
1344
MidFirst Bank
Oklahoma
$3.11K
EF
1345
Entrust Financial
Pennsylvania
$2.72K
HCM
1346
Hollencrest Capital Management
California
$2.72K
CC
1347
Corsicana & Co
Texas
$2.72K
AIM
1348
Anchor Investment Management
South Carolina
$2.72K
AT
1349
Arlington Trust
Alabama
$2.72K
GWM
1350
Greenline Wealth Management
Florida
$2.61K