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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
EH
576
Equitable Holdings
New York
$928K
MIP
577
Marietta Investment Partners
Wisconsin
$927K
QPW
578
Quantum Private Wealth
Florida
$926K
PWM
579
Perigon Wealth Management
California
$925K
OTL
580
Oak Thistle LLC
New York
$924K
SIA
581
Sit Investment Associates
Minnesota
$923K
BMC
582
Beaton Management Company
Massachusetts
$919K
Carson Wealth (CWM LLC)
583
Carson Wealth (CWM LLC)
Nebraska
$918K
MPWT
584
MassMutual Private Wealth & Trust
Connecticut
$916K
IMCOOI
585
Investment Management Corp of Ontario (IMCO)
Canada
$915K
MMM
586
Mendel Money Management
Illinois
$914K
WS
587
Wedbush Securities
California
$913K
ACA
588
Aptus Capital Advisors
Alabama
$901K
CAM
589
Congress Asset Management
Massachusetts
$897K
SACTSONJ
590
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$897K
SAM
591
Shell Asset Management
Netherlands
$882K
WWM
592
Western Wealth Management
Colorado
$881K
CWP
593
Cyndeo Wealth Partners
Florida
$876K
LNWWM
594
Laird Norton Wetherby Wealth Management
California
$872K
UB
595
UMB Bank
Missouri
$870K
JF
596
Jump Financial
Illinois
$868K
GSWM
597
Golden State Wealth Management
California
$862K
GRP
598
Global Retirement Partners
California
$858K
ET
599
Equitable Trust
Tennessee
$853K
Capstone Investment Advisors
600
Capstone Investment Advisors
New York
$845K