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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 %
NRS
626
Neville Rodie & Shaw
New York
$543K
BCM
627
Birmingham Capital Management
Alabama
$543K
ICP
628
Interchange Capital Partners
Pennsylvania
$538K
WWM
629
WJ Wealth Management
Arizona
$537K
CIA
630
Capital Investment Advisors
Georgia
$536K +$36.7K +142 +7%
KWM
631
Kingsview Wealth Management
Oregon
$529K -$20.2K -78 -4%
ACM
632
Advisors Capital Management
New Jersey
$525K -$3.36K -13 -0.6%
LI
633
LRI Investments
Florida
$524K
VFA
634
Valeo Financial Advisors
Indiana
$522K +$205K +792 +64%
EIG
635
Ellenbecker Investment Group
Wisconsin
$520K +$5.69K +22 +1%
MSA
636
MUFG Securities Americas
New York
$517K +$86.6K +335 +20%
HSA
637
HBK Sorce Advisory
Pennsylvania
$517K -$258 -1 -0%
HIMS
638
Hager Investment Management Services
New Hampshire
$512K -$20.7K -80 -4%
PI
639
PFG Investments
New York
$508K -$12.4K -48 -2%
S
640
SignatureFD
Georgia
$508K -$136K -528 -21%
MIM
641
MTM Investment Management
South Carolina
$507K -$22K -85 -4%
TPCW
642
TD Private Client Wealth
New York
$501K +$107K +413 +27%
SFI
643
Siemens Fonds Invest
Germany
$500K +$22.2K +86 +5%
AA
644
Argent Advisors
Louisiana
$494K +$3.36K +13 +0.7%
AIA
645
AssuredPartners Investment Advisors
Florida
$494K +$7.23K +28 +1%
QCG
646
Quadrant Capital Group
Ohio
$492K +$293K +1,135 +148%
VAM
647
Verity Asset Management
North Carolina
$491K
SEEDPG
648
S.E.E.D. Planning Group
New York
$491K -$14.7K -57 -3%
HH
649
Hilltop Holdings
Texas
$490K +$223K +863 +83%
TM
650
TigerOak Management
New Mexico
$489K -$9.56K -37 -2%