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