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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
SCA
551
Stonebridge Capital Advisors
Minnesota
$1.01M
FCM
552
Fire Capital Management
California
$1.01M
GCP
553
GSA Capital Partners
United Kingdom
$1M
RC
554
RBF Capital
California
$997K
MAWA
555
Moss Adams Wealth Advisors
Washington
$992K
CA
556
Clearstead Advisors
Ohio
$989K
RPC
557
Rossmore Private Capital
Connecticut
$981K
CL
558
CLG LLC
California
$981K
HWM
559
HB Wealth Management
Georgia
$980K
SA
560
Sovran Advisors
California
$978K
NW
561
NewEdge Wealth
Pennsylvania
$977K
GCM
562
Garland Capital Management
Washington
$977K
MF
563
Magnetar Financial
Illinois
$973K
IAN
564
Integrated Advisors Network
Texas
$972K
VFA
565
Valeo Financial Advisors
Indiana
$970K
VSQM
566
V-Square Quantitative Management
Illinois
$967K
BC
567
Burney Company
Virginia
$963K
STAS
568
Strong Tower Advisory Services
Minnesota
$949K
BCV
569
Banque Cantonale Vaudoise
Switzerland
$942K
GI
570
GAMMA Investing
California
$941K
MFG
571
Merit Financial Group
Georgia
$939K
FMN
572
Financial Management Network
California
$937K
SG Americas Securities
573
SG Americas Securities
New York
$937K
AI
574
Atria Investments
North Carolina
$934K
MFS
575
Monetta Financial Services
Illinois
$930K