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Rockwell Automation

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
CCP
426
Carmel Capital Partners
California
$2.19M -$329K -990 -13%
MFS
427
Mirabella Financial Services
United Kingdom
$2.18M -$245K -738 -10%
SF
428
Summit Financial
New Jersey
$2.17M +$876K +2,636 +68%
CAG
429
Cypress Advisory Group
Arizona
$2.14M +$498K +1,500 +30%
RCYC
430
Richard C. Young & Co
Rhode Island
$2.14M -$19.3K -58 -0.9%
TIAA Trust, National Association
431
TIAA Trust, National Association
North Carolina
$2.1M -$90.4K -272 -4%
OAM
432
Ostrum Asset Management
France
$2.09M -$11.6K -35 -0.6%
WF
433
WoodTrust Financial
Wisconsin
$2.05M
SC
434
Savant Capital
Illinois
$2.03M +$90.7K +273 +5%
HKAM
435
Horizon Kinetics Asset Management
New York
$2M
AW
436
Alaethes Wealth
Nevada
$2M +$62.8K +189 +3%
AF
437
Allworth Financial
California
$2M -$140K -420 -7%
MML Investors Services
438
MML Investors Services
Massachusetts
$1.96M -$179K -539 -8%
LSERS
439
Louisiana State Employees Retirement System
Louisiana
$1.96M -$66.4K -200 -3%
VRM
440
Vectors Research Management
New York
$1.96M -$22.3K -67 -1%
SAM
441
Securian Asset Management
Minnesota
$1.93M -$66.4K -200 -3%
Allianz Asset Management
442
Allianz Asset Management
Germany
$1.91M -$1.43M -4,297 -43%
ATC
443
Argent Trust Co
Tennessee
$1.91M -$23.6K -71 -1%
A
444
Allianz
Germany
$1.9M
TAI
445
Terra Alpha Investments
District of Columbia
$1.9M -$27.9K -84 -1%
GIBU
446
Gulf International Bank (UK)
United Kingdom
$1.88M -$269K -809 -13%
Allspring Global Investments
447
Allspring Global Investments
North Carolina
$1.87M -$38.9K -115 -2%
SAM
448
Summit Asset Management
Tennessee
$1.87M +$199K +600 +12%
VVP
449
Venture Visionary Partners
Ohio
$1.87M -$5.97M -17,968 -76%
DR
450
Davis Rea
Ontario, Canada
$1.86M +$145K +436 +8%