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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 %
TCOV
676
Trust Company of Vermont
Vermont
$442K +$2.58K +10 +0.6%
WIA
677
World Investment Advisors
California
$442K -$164K -633 -27%
SWA
678
Strategies Wealth Advisors
Michigan
$441K +$441K +1,708 New
EWS
679
Eagle Wealth Strategies
New Jersey
$441K
AB
680
ANB Bank
Colorado
$438K -$12.9K -50 -3%
FFA
681
Frazier Financial Advisors
Ohio
$437K -$32.3K -125 -7%
MC
682
Moors & Cabot
Massachusetts
$437K -$44.4K -172 -9%
CSA
683
Cottage Street Advisors
Massachusetts
$437K -$5.43K -21 -1%
FC
684
Forte Capital
New York
$435K -$19.4K -75 -4%
HAIM
685
Hunter Associates Investment Management
Pennsylvania
$434K
HI
686
Hoey Investments
Pennsylvania
$432K -$18.9K -73 -4%
BWM
687
BigSur Wealth Management
Florida
$430K +$430K +1,664 New
CA
688
Claro Advisors
Massachusetts
$428K
TFG
689
Taylor Financial Group
Virginia
$426K
PFA
690
Pure Financial Advisors
California
$422K +$12.9K +50 +3%
TCA
691
Transcend Capital Advisors
New Jersey
$421K -$16K -62 -4%
HI
692
Horizon Investments
North Carolina
$419K +$18.1K +70 +5%
WPW
693
Watershed Private Wealth
Illinois
$418K
IAIM
694
International Assets Investment Management
Florida
$417K -$473K -1,832 -53%
OKSA
695
O'Keefe Stevens Advisory
New York
$416K +$2.58K +10 +0.6%
HIA
696
HFM Investment Advisors
New Jersey
$416K +$416K +1,610 New
SAM
697
Smartleaf Asset Management
Massachusetts
$416K +$36.5K +141 +10%
XF
698
XML Financial
Maryland
$415K +$25.8K +100 +7%
1SB
699
1ST Source Bank
Indiana
$414K -$14.5K -56 -3%
UWP
700
Uniting Wealth Partners
Kansas
$413K