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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
AC
526
Addison Capital
Pennsylvania
$1.17M
FCFC
527
First Commonwealth Financial Corp
Pennsylvania
$1.15M
CCM
528
Coldstream Capital Management
Washington
$1.15M
PWAM
529
Private Wealth Asset Management
Iowa
$1.14M
HAG
530
HighPoint Advisor Group
Illinois
$1.12M
PI
531
PFG Investments
New York
$1.12M
HT
532
Heritage Trust
Oklahoma
$1.11M
CWM
533
Connecticut Wealth Management
Connecticut
$1.11M
IIC
534
Integrated Investment Consultants
Michigan
$1.11M
IIM
535
INTECH Investment Management
Florida
$1.1M
WAS
536
WESPAC Advisors SoCal
California
$1.1M
RWP
537
RWA Wealth Partners
Massachusetts
$1.09M
CRC
538
Curi RMB Capital
Illinois
$1.08M
KPWS
539
Kestra Private Wealth Services
Texas
$1.08M
DWP
540
Daymark Wealth Partners
Ohio
$1.06M
PTC
541
Private Trust Company
Ohio
$1.06M
FFA
542
First Foundation Advisors
California
$1.05M
UCI
543
Uncommon Cents Investing
Wisconsin
$1.04M
EF
544
Empowered Funds
Pennsylvania
$1.04M
TPW
545
Transatlantique Private Wealth
New York
$1.03M
WPC
546
Wedmont Private Capital
Pennsylvania
$1.03M
WI
547
Wahed Invest
New York
$1.02M
KRSITF
548
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.02M
AWF
549
Alpha Wealth Funds
Utah
$1.02M
GAM
550
Groupama Asset Management
France
$1.01M