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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
FMTC
1351
Farmers & Merchants Trust Company
California
-$202K -608 Closed
GWM
1352
Gitterman Wealth Management
New Jersey
-$193K -579 Closed
WBC
1353
Westpac Banking Corp
Australia
-$142K -427 Closed
EWA
1354
EQ Wealth Advisors
Texas
-$131K -393 Closed
BCMLT
1355
Beacon Capital Management LLC (Tennessee)
Tennessee
-$115K -348 Closed
ATC
1356
Advantage Trust Company
Kansas
-$66.4K -200 Closed
GM
1357
GeoWealth Management
Illinois
-$44.5K -134 Closed
LFA
1358
Legend Financial Advisors
Pennsylvania
-$38.9K -117 Closed
CW
1359
Cooksen Wealth
Texas
-$37.9K -114 Closed
CIAM
1360
Caitong International Asset Management
Hong Kong
-$34.2K -103 Closed
NC
1361
NewSquare Capital
Pennsylvania
-$23.6K -71 Closed
WA
1362
Whipplewood Advisors
Colorado
-$18.6K -56 Closed
DRP
1363
Decker Retirement Planning
Utah
-$16.9K -51 Closed
RAM
1364
Riggs Asset Management
Pennsylvania
-$16.9K -51 Closed
KIM
1365
Kestra Investment Management
Texas
-$10.1K -39 Closed
TPWA
1366
Twin Peaks Wealth Advisors
California
-$11.6K -34 Closed
KWM
1367
Kiker Wealth Management
Georgia
-$9.96K -30 Closed
Fuller & Thaler Asset Management
1368
Fuller & Thaler Asset Management
California
-$9.63K -29 Closed
TIM
1369
Total Investment Management
Arizona
-$9.3K -28 Closed
SVCP
1370
Silicon Valley Capital Partners
California
-$5.65K -17 Closed
SO
1371
Sierra Ocean
California
-$5.34K -16 Closed
RI
1372
Ridgewood Investments
New Jersey
-$4.15K -13 Closed
DWA
1373
Delos Wealth Advisors
Texas
-$3.32K -10 Closed
T
1374
Transce3nd
Texas
-$2.99K -9 Closed
HWA
1375
HHM Wealth Advisors
Tennessee
-$2.33K -7 Closed