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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 %
MAM
626
Mystic Asset Management
Rhode Island
$757K +$16.6K +50 +2%
A
627
AlphaQuest
New York
$747K +$747K +2,248 New
CIA
628
Concurrent Investment Advisors
Florida
$741K +$422K +1,270 +132%
WA
629
Waverly Advisors
Alabama
$741K +$18.3K +55 +3%
SCA
630
Snowden Capital Advisors
New York
$735K +$114K +344 +18%
BPA
631
Beacon Pointe Advisors
California
$735K +$131K +395 +22%
CIA
632
Capital Investment Advisors
Georgia
$728K +$39.5K +119 +6%
SFI
633
Siemens Fonds Invest
Germany
$726K +$82.7K +249 +13%
HFS
634
Hoge Financial Services
Pennsylvania
$725K -$6.31K -19 -0.9%
FPAS
635
Focus Partners Advisor Solutions
Missouri
$716K +$280K +844 +64%
HIP
636
HUB Investment Partners
Texas
$715K +$328K +988 +85%
FCBT
637
First Citizens Bank & Trust
North Carolina
$712K -$18.6K -56 -3%
DA
638
Drake & Associates
Wisconsin
$711K +$2.66K +8 +0.4%
SFS
639
Stiles Financial Services
Minnesota
$709K +$332 +1 +0%
SAM
640
Silvercrest Asset Management
New York
$708K
FLPIM
641
F.L. Putnam Investment Management
Massachusetts
$705K -$90K -271 -11%
CFP
642
Cascade Financial Partners
California
$704K
O
643
Ossiam
France
$700K +$213K +641 +44%
NRS
644
Neville Rodie & Shaw
New York
$698K
BCM
645
Birmingham Capital Management
Alabama
$698K
WWM
646
WJ Wealth Management
Arizona
$691K
Bessemer Group
647
Bessemer Group
New Jersey
$690K -$265K -801 -28%
ACM
648
Advisors Capital Management
New Jersey
$686K +$11.3K +34 +2%
CFO
649
Callan Family Office
Pennsylvania
$680K +$680K +2,048 New
WSFS
650
Wilmington Savings Fund Society
Delaware
$677K +$60.8K +183 +10%