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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 %
CAM
576
Congress Asset Management
Massachusetts
$698K +$258 +1 +0%
SACTSONJ
577
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$698K
BBVA
578
Banco Bilbao Vizcaya Argentaria
Spain
$696K +$21.4K +83 +3%
WS
579
Wedbush Securities
California
$693K +$47.3K +183 +7%
GSWM
580
Golden State Wealth Management
California
$671K +$24.8K +96 +4%
AI
581
Atria Investments
North Carolina
$664K +$105K +407 +19%
CWP
582
Cyndeo Wealth Partners
Florida
$655K -$9.3K -36 -1%
MFG
583
Merit Financial Group
Georgia
$654K -$56.6K -219 -8%
JCM
584
Janney Capital Management
Pennsylvania
$654K
STAS
585
Strong Tower Advisory Services
Minnesota
$646K +$196K +859 +43%
KA
586
Kintegral Advisory
New York
$644K -$2.07K -8 -0.3%
GC
587
Guggenheim Capital
Illinois
$635K -$161K -622 -20%
LIM
588
Longfellow Investment Management
Massachusetts
$633K +$633K +2,448 New
TC
589
TownSquare Capital
Utah
$627K +$126K +489 +25%
MA
590
MONECO Advisors
Connecticut
$625K -$48.1K -186 -7%
ASN
591
Advisory Services Network
Georgia
$623K -$173K -669 -22%
NSIM
592
North Star Investment Management
Illinois
$619K
FLPIM
593
F.L. Putnam Investment Management
Massachusetts
$619K -$98.4K -381 -14%
BIM
594
Baldwin Investment Management
Pennsylvania
$616K +$40K +155 +7%
GTAM
595
Global Trust Asset Management
Florida
$616K -$233K -900 -27%
FMN
596
Financial Management Network
California
$614K +$683 +3 +0.1%
VCP
597
Verus Capital Partners
Arizona
$613K
CIA
598
Choate Investment Advisors
Massachusetts
$612K +$6.46K +25 +1%
Carson Wealth (CWM LLC)
599
Carson Wealth (CWM LLC)
Nebraska
$608K +$21.7K +84 +4%
AIM
600
Acropolis Investment Management
Missouri
$605K -$10.6K -41 -2%