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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
AG
476
Ascent Group
Virginia
$1.61M
ALMGDA
477
AG2R La Mondiale Gestion d'Actifs
France
$1.61M
PA
478
Pinnacle Associates
New York
$1.61M
BA
479
Bridgewater Associates
Connecticut
$1.6M
RFC
480
Regions Financial Corp
Alabama
$1.6M
IWM
481
IHT Wealth Management
Illinois
$1.58M
OIA
482
OneDigital Investment Advisors
Kansas
$1.54M
CF
483
Centaurus Financial
California
$1.53M
BEI
484
Benjamin Edwards Inc
Missouri
$1.52M
EWM
485
Elmwood Wealth Management
California
$1.52M
CL
486
Choreo LLC
Illinois
$1.51M
JWCA
487
J.W. Cole Advisors
Florida
$1.51M
Fifth Third Bancorp
488
Fifth Third Bancorp
Ohio
$1.5M
LAM
489
LECAP Asset Management
United Kingdom
$1.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
490
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.49M
PIM
491
Penobscot Investment Management
Massachusetts
$1.49M
P
492
&Partners
Tennessee
$1.48M
CC
493
Courier Capital
New York
$1.48M
MME
494
Meag Munich Ergo
Germany
$1.47M
APP
495
Avantax Planning Partners
Iowa
$1.47M
BAM
496
Beaumont Asset Management
Texas
$1.45M
CPBTD
497
Central Pacific Bank - Trust Division
Hawaii
$1.45M
APIM
498
Agate Pass Investment Management
Washington
$1.42M
PFS
499
Prospera Financial Services
Texas
$1.4M
MYIA
500
Mount Yale Investment Advisors
Colorado
$1.37M