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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
CAS
626
Coppell Advisory Solutions
Texas
$758K
MAM
627
Mystic Asset Management
Rhode Island
$757K
A
628
AlphaQuest
New York
$747K
CIA
629
Concurrent Investment Advisors
Florida
$741K
WA
630
Waverly Advisors
Alabama
$741K
SCA
631
Snowden Capital Advisors
New York
$735K
BPA
632
Beacon Pointe Advisors
California
$735K
CIA
633
Capital Investment Advisors
Georgia
$728K
SFI
634
Siemens Fonds Invest
Germany
$726K
HFS
635
Hoge Financial Services
Pennsylvania
$725K
FPAS
636
Focus Partners Advisor Solutions
Missouri
$716K
HIP
637
HUB Investment Partners
Texas
$715K
FCBT
638
First Citizens Bank & Trust
North Carolina
$712K
DA
639
Drake & Associates
Wisconsin
$711K
SFS
640
Stiles Financial Services
Minnesota
$709K
SAM
641
Silvercrest Asset Management
New York
$708K
FLPIM
642
F.L. Putnam Investment Management
Massachusetts
$705K
HPC
643
HM Payson & Co
Maine
$705K
CFP
644
Cascade Financial Partners
California
$704K
O
645
Ossiam
France
$700K
NRS
646
Neville Rodie & Shaw
New York
$698K
BCM
647
Birmingham Capital Management
Alabama
$698K
WWM
648
WJ Wealth Management
Arizona
$691K
Bessemer Group
649
Bessemer Group
New Jersey
$690K
ACM
650
Advisors Capital Management
New Jersey
$686K