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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
VAM
676
Verity Asset Management
North Carolina
$616K
GTAM
677
Global Trust Asset Management
Florida
$607K
SIG
678
Stonegate Investment Group
Alabama
$604K
FFN
679
Focus Financial Network
Minnesota
$599K
DWM
680
Dakota Wealth Management
Florida
$599K
MHIC
681
Marble Harbor Investment Counsel
Massachusetts
$598K
EWM
682
Evermay Wealth Management
Virginia
$597K
TCOV
683
Trust Company of Vermont
Vermont
$596K
S
684
SignatureFD
Georgia
$595K
APWM
685
Argonautica Private Wealth Management
Massachusetts
$588K
HI
686
Horizon Investments
North Carolina
$585K
CCG
687
Chatham Capital Group
Georgia
$576K
GAA
688
Global Assets Advisory
Florida
$574K
BP
689
Ballentine Partners
Massachusetts
$570K
AB
690
ANB Bank
Colorado
$570K
SWA
691
Strategies Wealth Advisors
Michigan
$568K
EWS
692
Eagle Wealth Strategies
New Jersey
$567K
PFA
693
Pure Financial Advisors
California
$564K
FFA
694
Frazier Financial Advisors
Ohio
$562K
MAS
695
Meeder Advisory Services
Ohio
$560K
MC
696
Moors & Cabot
Massachusetts
$558K
APA
697
Astoria Portfolio Advisors
New York
$558K
SF
698
Symphony Financial
Texas
$557K
CA
699
Claro Advisors
Massachusetts
$556K
BWM
700
BigSur Wealth Management
Florida
$553K