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Rockwell Automation

1,272 hedge funds and large institutions have $31.8B invested in Rockwell Automation in 2025 Q3 according to their latest regulatory filings, with 135 funds opening new positions, 439 increasing their positions, 434 reducing their positions, and 88 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:

2% more capital invested

Capital invested by funds: $31.1B → $31.8B (+$760M)

1% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 434

2.01% less ownership

Funds ownership: 82.97%80.96% (-2%)

Holders
1,272
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
LA
176
LBP AM
France
$16.6M
RB
177
Rodgers Brothers
Pennsylvania
$16.5M
KFS
178
Kurt F. Somerville
$16M
Daiwa Securities Group
179
Daiwa Securities Group
Japan
$15.9M
GD
180
Grandfield & Dodd
New York
$15.8M
State of Tennessee, Department of Treasury
181
State of Tennessee, Department of Treasury
Tennessee
$15.8M
Baird Financial Group
182
Baird Financial Group
Wisconsin
$15.7M
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$15.6M
WJWM
184
Williams Jones Wealth Management
New York
$15.4M
BCIM
185
British Columbia Investment Management
British Columbia, Canada
$15.1M
MSV
186
MN Services Vermogensbeheer
Netherlands
$15M
IP
187
Interval Partners
New York
$14.9M
CWP
188
Core Wealth Partners
California
$14.6M
LI
189
LMCG Investments
Massachusetts
$14.5M
IP
190
Isthmus Partners
Wisconsin
$14.5M
Toronto Dominion Bank
191
Toronto Dominion Bank
Ontario, Canada
$14.5M
Osaic Holdings
192
Osaic Holdings
Arizona
$14.4M
NIM
193
NEOS Investment Management
Connecticut
$14.4M
KK
194
KLP Kapitalforvaltning
Norway
$14.3M
JG
195
Jain Global
New York
$14.2M
KeyBank National Association
196
KeyBank National Association
Ohio
$14.2M
GI
197
Gradient Investments
Minnesota
$14M
HBCM
198
Heron Bay Capital Management
Michigan
$13.9M
State of New Jersey Common Pension Fund D
199
State of New Jersey Common Pension Fund D
New Jersey
$13.8M
AQR Capital Management
200
AQR Capital Management
Connecticut
$13.8M