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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 %
PHIC
651
Pine Haven Investment Counsel
Massachusetts
$487K
WT
652
Whittier Trust
California
$485K -$5.17K -20 -1%
Acadian Asset Management
653
Acadian Asset Management
Massachusetts
$484K +$339K +1,315 +234%
BP
654
Ballentine Partners
Massachusetts
$484K -$8.79K -34 -2%
SCA
655
Snowden Capital Advisors
New York
$483K +$20.2K +78 +4%
MA
656
Montag & Associates
Georgia
$482K
IIM
657
INTECH Investment Management
Florida
$481K
WSFS
658
Wilmington Savings Fund Society
Delaware
$479K -$9.82K -38 -2%
SIG
659
Stonegate Investment Group
Alabama
$470K +$258 +1 +0.1%
BPA
660
Beacon Pointe Advisors
California
$469K -$4.39K -17 -0.9%
IC
661
IEQ Capital
California
$468K -$49.4K -191 -10%
DWM
662
Dakota Wealth Management
Florida
$466K -$55.6K -215 -11%
FFN
663
Focus Financial Network
Minnesota
$466K -$42.6K -165 -8%
MHIC
664
Marble Harbor Investment Counsel
Massachusetts
$465K
GLF
665
Groupe la Francaise
France
$465K -$31.1K -116 -6%
DIP
666
Davis Investment Partners
North Carolina
$463K -$46.7K -200 -9%
AFG
667
Atomi Financial Group
New York
$462K +$108K +416 +30%
KPWS
668
Kestra Private Wealth Services
Texas
$459K +$135K +524 +42%
EH
669
Equitable Holdings
New York
$458K -$56.6K -219 -11%
APWM
670
Argonautica Private Wealth Management
Massachusetts
$458K +$4.39K +17 +1%
SCP
671
Sender Company & Partners
New York
$449K +$449K +1,738 New
CCG
672
Chatham Capital Group
Georgia
$448K -$15.5K -60 -3%
AWM
673
AE Wealth Management
Kansas
$446K +$107K +416 +32%
PA
674
Procyon Advisors
Connecticut
$445K +$3.36K +13 +0.8%
NL
675
Navalign LLC
California
$443K +$2.07K +8 +0.5%