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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
NB
401
Norinchukin Bank
Japan
$2.65M
CIBC World Market
402
CIBC World Market
Ontario, Canada
$2.6M
SC
403
Stance Capital
Massachusetts
$2.6M
MSU
404
Mizuho Securities USA
New York
$2.59M
GIA
405
Guyasuta Investment Advisors
Pennsylvania
$2.56M
SGAM
406
Smith Group Asset Management
Texas
$2.54M
Wealthfront Advisers
407
Wealthfront Advisers
California
$2.53M
TWC
408
TD Waterhouse Canada
Ontario, Canada
$2.51M
NWM
409
Northcape Wealth Management
New York
$2.51M
EAMA
410
EFG Asset Management (Americas)
Florida
$2.42M
Walleye Trading
411
Walleye Trading
New York
$2.41M
KRS
412
Kentucky Retirement Systems
Kentucky
$2.41M
BP
413
BNP Paribas
France
$2.4M
MC
414
Machina Capital
France
$2.39M
MGIA
415
Moneta Group Investment Advisors
Missouri
$2.37M
SWP
416
Stratos Wealth Partners
Ohio
$2.37M
WB
417
WesBanco Bank
West Virginia
$2.35M
AAS
418
Avantax Advisory Services
Texas
$2.35M
BFA
419
Benedict Financial Advisors
Georgia
$2.34M
RP
420
Riverbridge Partners
Minnesota
$2.32M
KIA
421
Knollwood Investment Advisory
Maryland
$2.31M
HIMCH
422
Hartford Investment Management Co (HIMCO)
Connecticut
$2.26M
CA
423
Cornerstone Advisors
North Carolina
$2.26M
VA
424
VestGen Advisors
Illinois
$2.25M
BHC
425
Bowen Hanes & Co
Florida
$2.24M