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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
CFO
651
Callan Family Office
Pennsylvania
$680K
WSFS
652
Wilmington Savings Fund Society
Delaware
$677K
LI
653
LRI Investments
Florida
$673K
DIP
654
Davis Investment Partners
North Carolina
$672K
EIG
655
Ellenbecker Investment Group
Wisconsin
$670K
WAM
656
Wolverine Asset Management
Illinois
$664K
AFG
657
Atomi Financial Group
New York
$663K
HH
658
Hilltop Holdings
Texas
$662K
WT
659
Whittier Trust
California
$657K
AA
660
Argent Advisors
Louisiana
$651K
HSA
661
HBK Sorce Advisory
Pennsylvania
$649K
OCM
662
One Capital Management
California
$649K
MWM
663
Moran Wealth Management
Florida
$648K
BC
664
Bayforest Capital
United Kingdom
$645K
HIMS
665
Hager Investment Management Services
New Hampshire
$644K
TPCW
666
TD Private Client Wealth
New York
$639K
KWM
667
Kingsview Wealth Management
Oregon
$634K
QCG
668
Quadrant Capital Group
Ohio
$631K
GC
669
Grimes & Company
Massachusetts
$630K
TM
670
TigerOak Management
New Mexico
$626K
PHIC
671
Pine Haven Investment Counsel
Massachusetts
$625K
SLI
672
Sumitomo Life Insurance
Japan
$625K
CPCPP
673
Canada Post Corporation Pension Plan
Canada
$620K
MIM
674
MTM Investment Management
South Carolina
$617K
SEEDPG
675
S.E.E.D. Planning Group
New York
$617K