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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
Macquarie Group
176
Macquarie Group
Australia
$16.8M -$872K -2,525 -5%
CWM
177
Cabot Wealth Management
Massachusetts
$16.8M -$116K -337 -0.7%
TAM
178
Tocqueville Asset Management
New York
$16.6M +$382K +1,105 +2%
LA
179
LBP AM
France
$16.6M -$25.6K -74 -0.2%
RB
180
Rodgers Brothers
Pennsylvania
$16.5M -$279K -808 -2%
KFS
181
Kurt F. Somerville
$16M -$1.73M -5,009 -10%
Daiwa Securities Group
182
Daiwa Securities Group
Japan
$15.9M +$2.14M +6,191 +16%
GD
183
Grandfield & Dodd
New York
$15.8M -$134K -388 -0.8%
State of Tennessee, Department of Treasury
184
State of Tennessee, Department of Treasury
Tennessee
$15.8M -$4.95M -14,341 -24%
Baird Financial Group
185
Baird Financial Group
Wisconsin
$15.7M -$2.18M -6,319 -12%
Janney Montgomery Scott
186
Janney Montgomery Scott
Pennsylvania
$15.6M -$135K -391 -0.9%
WJWM
187
Williams Jones Wealth Management
New York
$15.4M -$344K -995 -2%
BCIM
188
British Columbia Investment Management
British Columbia, Canada
$15.1M -$8.41M -24,359 -36%
MSV
189
MN Services Vermogensbeheer
Netherlands
$15M +$276K +800 +2%
IP
190
Interval Partners
New York
$14.9M +$3.52M +10,186 +31%
CWP
191
Core Wealth Partners
California
$14.6M +$22.1K +64 +0.2%
LI
192
LMCG Investments
Massachusetts
$14.5M -$116K -336 -0.8%
IP
193
Isthmus Partners
Wisconsin
$14.5M -$315K -911 -2%
Toronto Dominion Bank
194
Toronto Dominion Bank
Ontario, Canada
$14.5M -$1.51M -4,366 -10%
Osaic Holdings
195
Osaic Holdings
Arizona
$14.4M -$209K -604 -1%
NIM
196
NEOS Investment Management
Connecticut
$14.4M +$1.78M +5,167 +14%
KK
197
KLP Kapitalforvaltning
Norway
$14.3M
JG
198
Jain Global
New York
$14.2M -$15.3M -44,273 -52%
KeyBank National Association
199
KeyBank National Association
Ohio
$14.2M -$523K -1,515 -4%
GI
200
Gradient Investments
Minnesota
$14M +$13.3M +38,628 +2,701%