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Rockwell Automation

1,259 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 193 funds opening new positions, 379 increasing their positions, 469 reducing their positions, and 84 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 capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

2.68% more ownership

Funds ownership: 80.32%83% (+2.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 379 | Existing positions reduced: 469

Holders
1,259
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$312M
Puts
$122M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VA
326
Vident Advisory
Georgia
$4.77M
NAM
327
Nissay Asset Management
Japan
$4.75M
CWM
328
CIBC World Markets
New York
$4.72M
YCM
329
Yousif Capital Management
Michigan
$4.67M
BFA
330
Bill Few Associates
Pennsylvania
$4.57M
DK
331
DJE Kapital
Germany
$4.52M
EGM
332
Engineers Gate Manager
New York
$4.51M
NS
333
Night Squared
New York
$4.51M
AWP
334
Ascent Wealth Partners
New York
$4.4M
BFIM
335
Beese Fulmer Investment Management
Ohio
$4.38M
RWA
336
Roberts Wealth Advisors
California
$4.37M
GC
337
Globeflex Capital
California
$4.37M
Mackenzie Financial
338
Mackenzie Financial
Ontario, Canada
$4.36M
GIM
339
Glenmede Investment Management
Pennsylvania
$4.36M
SC
340
Scotia Capital
Ontario, Canada
$4.36M
Cambridge Investment Research Advisors
341
Cambridge Investment Research Advisors
Iowa
$4.3M
MOACM
342
Mutual of America Capital Management
New York
$4.29M
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$4.23M
N
344
Natixis
France
$4.22M
SOADOR
345
State of Alaska Department of Revenue
Alaska
$4.21M
NED
346
Nancy E. Dempze
$4.09M
SC
347
Searle & Co
Connecticut
$4.08M
AI
348
Atom Investors
Texas
$4.06M
CCS
349
Concentric Capital Strategies
Connecticut
$4M
FT
350
Fiduciary Trust
Massachusetts
$3.98M