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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
HBCM
201
Heron Bay Capital Management
Michigan
$13.9M -$1.07M -3,107 -7%
State of New Jersey Common Pension Fund D
202
State of New Jersey Common Pension Fund D
New Jersey
$13.8M +$544K +1,575 +4%
AQR Capital Management
203
AQR Capital Management
Connecticut
$13.8M +$2.69M +7,786 +24%
Nomura Asset Management
204
Nomura Asset Management
Japan
$13.2M +$474K +1,371 +4%
PP
205
Prudential plc
United Kingdom
$12.9M +$6.9M +19,971 +118%
RAM
206
Resona Asset Management
Japan
$12.8M -$642K -1,859 -5%
Cetera Investment Advisers
207
Cetera Investment Advisers
Illinois
$12.7M +$2.69M +7,786 +27%
Janus Henderson Group
208
Janus Henderson Group
United Kingdom
$12.6M +$1.04M +3,020 +9%
BCB
209
Brian C. Broderick
$12.6M -$699K -2,025 -5%
Wealth Enhancement Advisory Services
210
Wealth Enhancement Advisory Services
Minnesota
$12.6M +$204K +590 +2%
Susquehanna International Group
211
Susquehanna International Group
Pennsylvania
$12.5M -$2.51M -7,272 -17%
Creative Planning
212
Creative Planning
Kansas
$12.4M +$1.02M +2,967 +9%
Ohio Public Employees Retirement System (OPERS)
213
Ohio Public Employees Retirement System (OPERS)
Ohio
$12.4M -$106K -307 -0.9%
BAMF
214
BI Asset Management Fondsmaeglerselskab
Denmark
$12.3M +$50.1K +145 +0.4%
OA
215
Oak Associates
Ohio
$12.2M +$12M +34,849 New
Ensign Peak Advisors
216
Ensign Peak Advisors
Utah
$11.8M +$1.31M +3,790 +13%
CCWA
217
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$11.8M +$2.07K +6 +0%
ASRS
218
Arizona State Retirement System
Arizona
$11.6M +$67.7K +196 +0.6%
DnB Asset Management
219
DnB Asset Management
Norway
$11.6M +$488K +1,412 +4%
FG
220
Foresight Group
United Kingdom
$11.6M -$580K -1,679 -5%
Qube Research & Technologies (QRT)
221
Qube Research & Technologies (QRT)
United Kingdom
$11.5M -$2.89M -8,367 -20%
BPC
222
Banque Pictet & Cie
Switzerland
$11.3M +$25.2K +73 +0.2%
MKC
223
M. Kraus & Co
Vermont
$11.3M -$87K -252 -0.8%
TF
224
Talbot Financial
Washington
$11.3M +$816K +2,362 +8%
NAM
225
NorthCrest Asset Manangement
Minnesota
$11.1M -$58.7K -170 -0.5%