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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, 380 increasing their positions, 468 reducing their positions, and 86 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:

2.65% more ownership

Funds ownership: 80.37%83.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 468

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
BHWM
376
Bar Harbor Wealth Management
New Hampshire
$3.37M
NSEDCP
377
NJ State Employees Deferred Compensation Plan
New Jersey
$3.32M
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$3.3M
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$3.22M
EAM
380
Eukles Asset Management
Ohio
$3.18M
KPPF
381
Klein Pavlis & Peasley Financial
California
$3.15M
Jones Financial Companies
382
Jones Financial Companies
Missouri
$3.15M
FPF
383
First Pacific Financial
Washington
$3.1M
HVIA
384
Hudson Valley Investment Advisors
New York
$3.09M
IC
385
IEQ Capital
California
$3.05M
OQS
386
Occudo Quantitative Strategies
Florida
$3.04M
WAM
387
Westport Asset Management
Connecticut
$2.99M
PCM
388
Polymer Capital Management
New York
$2.99M
FRA
389
Front Row Advisors
California
$2.98M
EAM
390
EFG Asset Management
Oregon
$2.96M
TRSOTSOK
391
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M
PAG
392
Private Advisor Group
New Jersey
$2.84M
Public Sector Pension Investment Board (PSP Investments)
393
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M
QIM
394
Quantitative Investment Management
Virginia
$2.82M
SWM
395
SilverOak Wealth Management
Minnesota
$2.79M
DILIC
396
Dai-ichi Life Insurance Company
Japan
$2.76M
IWC
397
Integrated Wealth Concepts
Massachusetts
$2.74M
BHCM
398
Brevan Howard Capital Management
Jersey
$2.72M
NIA
399
NIA Impact Advisors
California
$2.72M
AA
400
Ancora Advisors
Ohio
$2.66M