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Rockwell Automation

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
QPW
576
Quantum Private Wealth
Florida
$926K -$195K -588 -17%
PWM
577
Perigon Wealth Management
California
$925K +$4.98K +15 +0.5%
OTL
578
Oak Thistle LLC
New York
$924K +$924K +2,782 New
SIA
579
Sit Investment Associates
Minnesota
$923K
BMC
580
Beaton Management Company
Massachusetts
$919K
Carson Wealth (CWM LLC)
581
Carson Wealth (CWM LLC)
Nebraska
$918K +$137K +411 +17%
MPWT
582
MassMutual Private Wealth & Trust
Connecticut
$916K -$91K -274 -9%
IMCOOI
583
Investment Management Corp of Ontario (IMCO)
Canada
$915K -$133K -400 -13%
MMM
584
Mendel Money Management
Illinois
$914K -$4.98K -15 -0.5%
WS
585
Wedbush Securities
California
$913K +$21.9K +66 +2%
VFA
586
Valeo Financial Advisors
Indiana
$904K +$232K +698 +35%
ACA
587
Aptus Capital Advisors
Alabama
$901K -$69.8K -210 -7%
CAM
588
Congress Asset Management
Massachusetts
$897K
SACTSONJ
589
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$897K
SAM
590
Shell Asset Management
Netherlands
$882K +$423K +1,273 +92%
WWM
591
Western Wealth Management
Colorado
$881K -$75.4K -227 -8%
CWP
592
Cyndeo Wealth Partners
Florida
$876K +$33.2K +100 +4%
LNWWM
593
Laird Norton Wetherby Wealth Management
California
$872K +$872K +2,626 New
UB
594
UMB Bank
Missouri
$870K -$726K -2,187 -46%
JF
595
Jump Financial
Illinois
$868K +$868K +2,614 New
GSWM
596
Golden State Wealth Management
California
$862K
GRP
597
Global Retirement Partners
California
$858K +$858K +2,583 New
ET
598
Equitable Trust
Tennessee
$853K -$3.45M -10,373 -80%
Capstone Investment Advisors
599
Capstone Investment Advisors
New York
$845K +$845K +2,544 New
JCM
600
Janney Capital Management
Pennsylvania
$841K