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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
UCFA
501
United Capital Financial Advisors
Texas
$1.36M
Parallax Volatility Advisers
502
Parallax Volatility Advisers
California
$1.36M
OAC
503
OMERS Administration Corp
Ontario, Canada
$1.36M
AWS
504
Atria Wealth Solutions
New York
$1.35M
EF
505
Empirical Finance
Pennsylvania
$1.35M
Koshinski Asset Management
506
Koshinski Asset Management
Illinois
$1.35M
CPM
507
Connective Portfolio Management
New York
$1.33M
OIAM
508
OFI Invest Asset Management
France
$1.32M
CIP
509
Convergence Investment Partners
Florida
$1.31M
SPC
510
Spirepoint Private Client
Florida
$1.31M
CI Investments Inc
511
CI Investments Inc
Ontario, Canada
$1.3M
SPC
512
Sigma Planning Corp
Michigan
$1.29M
BPCE
513
Bank Pictet & Cie (Europe)
Germany
$1.29M
M
514
Mirova
France
$1.28M
TMAM
515
Tokio Marine Asset Management
Japan
$1.27M
CGH
516
Crossmark Global Holdings
Texas
$1.26M
TRCT
517
Tower Research Capital (TRC)
New York
$1.26M
AWM
518
Apollon Wealth Management
South Carolina
$1.26M
TAM
519
Trillium Asset Management
Massachusetts
$1.24M
GH
520
GAM Holding
Switzerland
$1.24M
AAS
521
Ameritas Advisory Services
Nebraska
$1.23M
NMIMC
522
Northwestern Mutual Investment Management Company
Wisconsin
$1.19M
WHG
523
Westwood Holdings Group
Texas
$1.19M
QCM
524
QRG Capital Management
Illinois
$1.19M
PIM
525
Plato Investment Management
Australia
$1.18M