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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
EWA
1351
EQ Wealth Advisors
Texas
BCMLT
1352
Beacon Capital Management LLC (Tennessee)
Tennessee
ATC
1353
Advantage Trust Company
Kansas
GM
1354
GeoWealth Management
Illinois
LFA
1355
Legend Financial Advisors
Pennsylvania
CW
1356
Cooksen Wealth
Texas
CIAM
1357
Caitong International Asset Management
Hong Kong
NC
1358
NewSquare Capital
Pennsylvania
WA
1359
Whipplewood Advisors
Colorado
RAM
1360
Riggs Asset Management
Pennsylvania
DRP
1361
Decker Retirement Planning
Utah
KIM
1362
Kestra Investment Management
Texas
TPWA
1363
Twin Peaks Wealth Advisors
California
KWM
1364
Kiker Wealth Management
Georgia
Fuller & Thaler Asset Management
1365
Fuller & Thaler Asset Management
California
TIM
1366
Total Investment Management
Arizona
SVCP
1367
Silicon Valley Capital Partners
California
SO
1368
Sierra Ocean
California
RI
1369
Ridgewood Investments
New Jersey
DWA
1370
Delos Wealth Advisors
Texas
T
1371
Transce3nd
Texas
HWA
1372
HHM Wealth Advisors
Tennessee
SWIM
1373
Smallwood Wealth Investment Management
New Jersey
T
1374
TOBAM
France
WCM
1375
WealthTrak Capital Management
Virginia