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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
PNC Financial Services Group
126
PNC Financial Services Group
Pennsylvania
$30.4M -$424K -1,228 -1%
Teacher Retirement System of Texas
127
Teacher Retirement System of Texas
Texas
$30.2M +$17.1M +49,510 +134%
GAM
128
Gotham Asset Management
New York
$29.9M +$17.1M +49,566 +138%
TI
129
Trexquant Investment
Connecticut
$29M -$3.64M -10,531 -11%
Ninety One (UK)
130
Ninety One (UK)
United Kingdom
$28.8M
Fidelity International
131
Fidelity International
Bermuda
$27.5M -$44.2M -128,066 -62%
Federated Hermes
132
Federated Hermes
Pennsylvania
$26.9M +$14.8M +42,962 +126%
Marshall Wace
133
Marshall Wace
United Kingdom
$26.3M -$122M -354,119 -82%
PTC
134
Philadelphia Trust Company
Pennsylvania
$26.1M +$5.68M +16,434 +28%
US Bancorp
135
US Bancorp
Minnesota
$26.1M -$329K -953 -1%
BFO
136
Boston Family Office
Massachusetts
$26.1M -$518K -1,499 -2%
DB
137
Danske Bank
Denmark
$26M +$3.59M +10,400 +16%
Russell Investments Group
138
Russell Investments Group
United Kingdom
$25.3M +$11.6M +33,715 +87%
VNIM
139
Vaughan Nelson Investment Management
Texas
$25.2M -$9.15M -26,500 -27%
GIP
140
Granite Investment Partners
California
$23.4M -$972K -2,815 -4%
Capital Fund Management (CFM)
141
Capital Fund Management (CFM)
France
$23.4M +$13.5M +39,214 +141%
New York State Common Retirement Fund
142
New York State Common Retirement Fund
New York
$23.4M -$401K -1,161 -2%
Rockefeller Capital Management
143
Rockefeller Capital Management
New York
$23.3M +$798K +2,310 +4%
CF
144
Covea Finance
France
$23.2M +$553K +1,600 +2%
Caisse de Depot et Placement du Quebec (CDPQ)
145
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$22.9M +$22.7M +65,634 New
Artisan Partners
146
Artisan Partners
Wisconsin
$22.8M +$22.5M +65,251 New
State of Wisconsin Investment Board
147
State of Wisconsin Investment Board
Wisconsin
$22M -$361K -1,045 -2%
LF
148
Lansforsakringar Fondforvaltning
Sweden
$21.6M +$1.41M +4,086 +7%
AAF
149
Andra AP-fonden
Sweden
$21.6M +$15.7M +45,400 +277%
Parnassus Investments
150
Parnassus Investments
California
$21M -$228K -661 -1%