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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 %
SCA
551
Stonebridge Capital Advisors
Minnesota
$784K +$71.3K +276 +10%
MPWT
552
MassMutual Private Wealth & Trust
Connecticut
$783K +$20.7K +80 +3%
RC
553
RBF Capital
California
$775K
TPW
554
Transatlantique Private Wealth
New York
$772K +$23K +89 +3%
WI
555
Wahed Invest
New York
$765K +$4.39K +17 +0.6%
CA
556
Clearstead Advisors
Ohio
$763K +$132K +510 +21%
RPC
557
Rossmore Private Capital
Connecticut
$763K -$2.58K -10 -0.3%
CL
558
CLG LLC
California
$763K +$258 +1 +0%
ACA
559
Aptus Capital Advisors
Alabama
$755K +$190K +734 +34%
FCM
560
Fire Capital Management
California
$747K +$31.5K +122 +4%
Bessemer Group
561
Bessemer Group
New Jersey
$745K -$517 -2 -0.1%
WWM
562
Western Wealth Management
Colorado
$744K -$11.1K -43 -1%
NPT
563
Nixon Peabody Trust
Massachusetts
$730K -$2.25M -8,719 -76%
WPC
564
Wedmont Private Capital
Pennsylvania
$728K +$12.6K +55 +2%
MFS
565
Monetta Financial Services
Illinois
$723K
MIP
566
Marietta Investment Partners
Wisconsin
$721K
SIA
567
Sit Investment Associates
Minnesota
$718K
PWM
568
Perigon Wealth Management
California
$715K -$27.9K -108 -4%
BMC
569
Beaton Management Company
Massachusetts
$715K
MMM
570
Mendel Money Management
Illinois
$715K +$11.9K +46 +2%
SA
571
Sovran Advisors
California
$714K +$312K +1,343 +78%
USAA
572
United Services Automobile Association
Texas
$713K +$713K +2,757 New
GI
573
GAMMA Investing
California
$703K +$96.4K +373 +16%
SCM
574
SCS Capital Management
Massachusetts
$700K +$700K +2,710 New
MAWA
575
Moss Adams Wealth Advisors
Washington
$700K +$25.3K +98 +4%