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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 %
Nomura Holdings
526
Nomura Holdings
Japan
$925K -$3.13M -12,111 -77%
HAG
527
HighPoint Advisor Group
Illinois
$914K -$465K -1,879 -34%
BBA
528
Baader Bank Aktiengesellschaft
Germany
$908K -$722K -2,797 -44%
NW
529
NewEdge Wealth
Pennsylvania
$904K +$54.5K +211 +6%
AC
530
Addison Capital
Pennsylvania
$898K +$51.9K +201 +6%
FCFC
531
First Commonwealth Financial Corp
Pennsylvania
$895K
PWAM
532
Private Wealth Asset Management
Iowa
$885K +$885K +3,425 New
CIC
533
Chilton Investment Company
Connecticut
$884K +$665K +2,575 +304%
WG
534
Winton Group
United Kingdom
$881K +$881K +3,411 New
IIC
535
Integrated Investment Consultants
Michigan
$877K -$517 -2 -0.1%
SCM
536
Stevens Capital Management
Pennsylvania
$876K +$876K +3,390 New
QPW
537
Quantum Private Wealth
Florida
$872K
HT
538
Heritage Trust
Oklahoma
$860K
CWM
539
Connecticut Wealth Management
Connecticut
$859K -$21.2K -82 -2%
UCI
540
Uncommon Cents Investing
Wisconsin
$857K -$67.2K -260 -7%
DWP
541
Daymark Wealth Partners
Ohio
$851K
KRSITF
542
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$849K -$420K -1,624 -33%
PTC
543
Private Trust Company
Ohio
$837K +$9.04K +35 +1%
AssetMark Inc
544
AssetMark Inc
California
$826K +$38.5K +149 +5%
RWP
545
RWA Wealth Partners
Massachusetts
$826K -$32.8K -127 -4%
BEI
546
Benjamin Edwards Inc
Missouri
$819K -$2.52M -9,768 -76%
FFA
547
First Foundation Advisors
California
$815K -$1.55K -6 -0.2%
IMCOOI
548
Investment Management Corp of Ontario (IMCO)
Canada
$815K +$815K +3,154 New
IAN
549
Integrated Advisors Network
Texas
$814K +$15.2K +59 +2%
HWP
550
Heritage Wealth Partners
Ohio
$800K