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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
Impax Asset Management Group
426
Impax Asset Management Group
United Kingdom
$2.21M
SCM
427
Sandler Capital Management
New York
$2.2M
CCP
428
Carmel Capital Partners
California
$2.19M
MFS
429
Mirabella Financial Services
United Kingdom
$2.18M
SF
430
Summit Financial
New Jersey
$2.17M
CAG
431
Cypress Advisory Group
Arizona
$2.14M
RCYC
432
Richard C. Young & Co
Rhode Island
$2.14M
TIAA Trust, National Association
433
TIAA Trust, National Association
North Carolina
$2.1M
OAM
434
Ostrum Asset Management
France
$2.09M
WF
435
WoodTrust Financial
Wisconsin
$2.05M
SC
436
Savant Capital
Illinois
$2.03M
HKAM
437
Horizon Kinetics Asset Management
New York
$2M
AW
438
Alaethes Wealth
Nevada
$2M
AF
439
Allworth Financial
California
$2M
MML Investors Services
440
MML Investors Services
Massachusetts
$1.96M
LSERS
441
Louisiana State Employees Retirement System
Louisiana
$1.96M
VRM
442
Vectors Research Management
New York
$1.96M
SAM
443
Securian Asset Management
Minnesota
$1.93M
Allianz Asset Management
444
Allianz Asset Management
Germany
$1.91M
ATC
445
Argent Trust Co
Tennessee
$1.91M
A
446
Allianz
Germany
$1.9M
TAI
447
Terra Alpha Investments
District of Columbia
$1.9M
GIBU
448
Gulf International Bank (UK)
United Kingdom
$1.88M
Allspring Global Investments
449
Allspring Global Investments
North Carolina
$1.87M
SAM
450
Summit Asset Management
Tennessee
$1.87M