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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
NWM
1351
Nova Wealth Management
Florida
$2.36K
PWMG
1352
Private Wealth Management Group
New Jersey
$2.33K
WWM
1353
Wolff Wiese Magana
California
$2.33K
WA
1354
WPG Advisers
Maryland
$2.33K
FG
1355
Fairman Group
Pennsylvania
$2.33K
HWP
1356
Highline Wealth Partners
California
$2.33K
IWM
1357
IMG Wealth Management
Florida
$2.33K
TAM
1358
Tucker Asset Management
Colorado
$2.33K
CMP
1359
Coston McIsaac & Partners
Maine
$2K
FW
1360
Fairway Wealth
Ohio
$1.95K
CIA
1361
Cape Investment Advisory
Georgia
$1.95K
HNW
1362
High Note Wealth
Minnesota
$1.95K
PPC
1363
Park Place Capital
Alabama
$1.95K
CJ
1364
Caitlin John
Michigan
$1.66K
WW
1365
Winnow Wealth
Texas
$1.56K
DF
1366
DecisionPoint Financial
Arizona
$1.56K
RWS
1367
Retirement Wealth Solutions
Wisconsin
$1.56K
NFSG
1368
Newbridge Financial Services Group
Florida
$1.56K
HFS
1369
Hughes Financial Services
Virginia
$1.56K
OC
1370
Optima Capital
Oregon
$1.56K
AIS
1371
Advocate Investing Services
Maryland
$1.56K
ACA
1372
American Capital Advisory
Idaho
$1.17K
HC
1373
Hara Capital
Washington
$1.17K
SRCM
1374
Signature Resources Capital Management
California
$1.17K
PWA
1375
Principia Wealth Advisory
Texas
$1.17K