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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
NSEDCP
376
NJ State Employees Deferred Compensation Plan
New Jersey
$3.32M
OSAM
377
O'Shaughnessy Asset Management
Connecticut
$3.3M
OPERF
378
Oregon Public Employees Retirement Fund
Oregon
$3.22M
EAM
379
Eukles Asset Management
Ohio
$3.18M
KPPF
380
Klein Pavlis & Peasley Financial
California
$3.15M
Jones Financial Companies
381
Jones Financial Companies
Missouri
$3.15M
FPF
382
First Pacific Financial
Washington
$3.1M
HVIA
383
Hudson Valley Investment Advisors
New York
$3.09M
IC
384
IEQ Capital
California
$3.05M
OQS
385
Occudo Quantitative Strategies
Florida
$3.04M
WAM
386
Westport Asset Management
Connecticut
$2.99M
PCM
387
Polymer Capital Management
New York
$2.99M
FRA
388
Front Row Advisors
California
$2.98M
EAM
389
EFG Asset Management
Oregon
$2.96M
TRSOTSOK
390
Teachers Retirement System of the State of Kentucky
Kentucky
$2.93M
PAG
391
Private Advisor Group
New Jersey
$2.84M
Public Sector Pension Investment Board (PSP Investments)
392
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$2.83M
QIM
393
Quantitative Investment Management
Virginia
$2.82M
SWM
394
SilverOak Wealth Management
Minnesota
$2.79M
DILIC
395
Dai-ichi Life Insurance Company
Japan
$2.76M
IWC
396
Integrated Wealth Concepts
Massachusetts
$2.74M
BHCM
397
Brevan Howard Capital Management
Jersey
$2.72M
NIA
398
NIA Impact Advisors
California
$2.72M
AA
399
Ancora Advisors
Ohio
$2.66M
NB
400
Norinchukin Bank
Japan
$2.65M