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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$4.93B +$11.5M +33,436 +0.2%
BlackRock
2
BlackRock
New York
$3.42B +$366M +1,059,228 +12%
State Street
3
State Street
Massachusetts
$1.68B +$14.8M +42,809 +0.9%
T. Rowe Price Associates
4
T. Rowe Price Associates
Maryland
$1.13B -$609M -1,761,977 -35%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.01B +$11.1M +32,218 +1%
Morgan Stanley
6
Morgan Stanley
New York
$925M +$30.6M +88,538 +3%
Goldman Sachs
7
Goldman Sachs
New York
$727M +$31.9M +92,222 +5%
UBS Group
8
UBS Group
Switzerland
$689M -$222M -642,235 -25%
Charles Schwab
9
Charles Schwab
California
$546M -$5.38M -15,585 -1%
Northern Trust
10
Northern Trust
Illinois
$498M +$17.1M +49,477 +4%
Lazard Asset Management
11
Lazard Asset Management
New York
$495M -$199M -575,144 -29%
Bank of America
12
Bank of America
North Carolina
$463M +$24.6M +71,351 +6%
Invesco
13
Invesco
Georgia
$432M +$45.8M +132,637 +12%
UBS AM
14
UBS AM
Illinois
$379M -$74.7M -216,367 -17%
AllianceBernstein
15
AllianceBernstein
Tennessee
$355M -$49.7M -143,988 -12%
Sumitomo Mitsui Trust Group
16
Sumitomo Mitsui Trust Group
Japan
$349M -$3.24M -9,385 -0.9%
Holocene Advisors
17
Holocene Advisors
New York
$346M +$42.3M +122,437 +14%
Victory Capital Management
18
Victory Capital Management
Texas
$329M -$56.1M -162,378 -16%
Amundi
19
Amundi
France
$303M -$73.8M -213,714 -20%
Fisher Asset Management
20
Fisher Asset Management
Washington
$287M +$10.4M +29,998 +4%
JP Morgan Chase
21
JP Morgan Chase
New York
$287M +$156M +451,038 +122%
Mirae Asset Global ETFs Holdings
22
Mirae Asset Global ETFs Holdings
Hong Kong
$272M +$3.09M +8,942 +1%
ATO
23
Alecta Tjanstepension Omsesidigt
Sweden
$271M -$39.4M -114,000 -13%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$253M -$606K -1,755 -0.2%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$253M -$42.5M -123,020 -15%