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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
DR
451
Davis Rea
Ontario, Canada
$1.86M
CIBC Private Wealth Group
452
CIBC Private Wealth Group
Georgia
$1.85M
EW
453
Evoke Wealth
California
$1.84M
MSRPS
454
Maryland State Retirement & Pension System
Maryland
$1.83M
IFU
455
iSAM Funds (UK)
United Kingdom
$1.83M
COI
456
Connable Office Inc
Michigan
$1.81M
PAS
457
Park Avenue Securities
New York
$1.81M
SFA
458
Sequoia Financial Advisors
Ohio
$1.81M
JAG
459
Journey Advisory Group
Kentucky
$1.8M
KCM
460
Kornitzer Capital Management
Kansas
$1.79M
ACP
461
Aviance Capital Partners
Florida
$1.78M
VWM
462
VCI Wealth Management
Missouri
$1.77M
FCM
463
Fieldview Capital Management
Michigan
$1.77M
CFB
464
Cullen/Frost Bankers
Texas
$1.76M
NMERB
465
New Mexico Educational Retirement Board
New Mexico
$1.75M
WANY
466
Wealthspire Advisors (New York)
New York
$1.74M
CAU
467
Caxton Associates (UK)
$1.72M
GCM
468
Graham Capital Management
Connecticut
$1.71M
MNA
469
Manning & Napier Advisors
New York
$1.69M
JFG
470
Jefferies Financial Group
New York
$1.67M
GT
471
Greenleaf Trust
Michigan
$1.67M
DT
472
Diversified Trust
Tennessee
$1.66M
EOJOAM
473
E. Ohman J:or Asset Management
Sweden
$1.66M
TSWM
474
Triangle Securities Wealth Management
North Carolina
$1.64M
TWP
475
Tempus Wealth Planning
California
$1.64M