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Rockwell Automation

1,158 hedge funds and large institutions have $23.4B invested in Rockwell Automation in 2025 Q1 according to their latest regulatory filings, with 121 funds opening new positions, 391 increasing their positions, 424 reducing their positions, and 142 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,158
Holders Change
-44
Holders Change %
-3.66%
% of All Funds
15.73%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
121
Increased
391
Reduced
424
Closed
142
Calls
$184M
Puts
$87.3M
Net Calls
+$97.2M
Net Calls Change
+$69.4M
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
501
Prospera Financial Services
Texas
$1.05M +$10.1K +39 +1%
CL
502
Choreo LLC
Illinois
$1.05M -$1.29K -5 -0.1%
OQS
503
Occudo Quantitative Strategies
Florida
$1.05M +$1.05M +4,051 New
EF
504
Empirical Finance
Pennsylvania
$1.04M +$28.4K +110 +3%
CPM
505
Connective Portfolio Management
New York
$1.03M +$1.03M +4,000 New
CGH
506
Crossmark Global Holdings
Texas
$1.03M -$14.7K -57 -1%
SPC
507
Sigma Planning Corp
Michigan
$1.03M +$23.5K +91 +2%
SPC
508
Spirepoint Private Client
Florida
$1.02M -$2.58K -10 -0.3%
CI Investments Inc
509
CI Investments Inc
Ontario, Canada
$1.01M +$123K +478 +14%
PAM
510
Paradigm Asset Management
New York
$1.01M
SF
511
Summit Financial
New Jersey
$1.01M -$38.5K -149 -4%
M
512
Mirova
France
$992K -$310K -1,200 -24%
CPBTD
513
Central Pacific Bank - Trust Division
Hawaii
$990K -$59.7K -231 -6%
DT
514
Diversified Trust
Tennessee
$984K -$166K -641 -14%
AAS
515
Ameritas Advisory Services
Nebraska
$981K -$383K -1,456 -28%
MYAM
516
Meiji Yasuda Asset Management
Japan
$973K -$2.58K -10 -0.3%
CAU
517
Caxton Associates (UK)
$966K +$966K +3,740 New
CCM
518
Coldstream Capital Management
Washington
$966K -$37.5K -145 -4%
TMAM
519
Tokio Marine Asset Management
Japan
$958K +$82.7K +320 +9%
BC
520
Burney Company
Virginia
$956K -$4.65K -18 -0.5%
TRCT
521
Tower Research Capital (TRC)
New York
$947K -$1.1M -4,315 -54%
VSQM
522
V-Square Quantitative Management
Illinois
$940K +$1.81K +7 +0.2%
NMIMC
523
Northwestern Mutual Investment Management Company
Wisconsin
$929K +$3.1K +12 +0.3%
QCM
524
QRG Capital Management
Illinois
$929K -$17.1K -66 -2%
VAS
525
Vestmark Advisory Solutions
Massachusetts
$926K +$544K +2,107 +143%