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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 %
WTG
701
West Tower Group
Virginia
$413K +$413K +1,600 New
KI
702
Keystone Investors
Singapore
$405K +$405K +1,567 New
GI
703
GLOBALT Investments
Georgia
$403K -$145K -560 -26%
TWM
704
Trueblood Wealth Management
Ohio
$392K -$30.7K -119 -7%
AAS
705
Annex Advisory Services
Wisconsin
$390K -$21.4K -83 -5%
CT
706
Clearstead Trust
Maine
$390K -$4.65K -18 -1%
CCG
707
Ceeto Capital Group
Florida
$388K
WIM
708
Westside Investment Management
California
$388K
MSA
709
Marathon Strategic Advisors
Pennsylvania
$388K
CI
710
Corient IA
Florida
$388K +$388K +1,500 New
AWM
711
Axxcess Wealth Management
California
$384K -$799K -3,092 -68%
CCA
712
Checchi Capital Advisers
California
$382K +$3.1K +12 +0.8%
PA
713
Parallel Advisors
California
$380K -$258 -1 -0.1%
O
714
Ossiam
France
$379K -$24K -93 -6%
IFU
715
iSAM Funds (UK)
United Kingdom
$378K +$378K +1,464 New
HI
716
Harbour Investments
Wisconsin
$377K +$1.55K +6 +0.4%
APA
717
Astoria Portfolio Advisors
New York
$375K
AC
718
AlphaCore Capital
California
$374K +$374K +1,448 New
SSA
719
Schonfeld Strategic Advisors
New York
$370K -$24.3M -94,109 -99%
FRA
720
Frank Rimerman Advisors
California
$368K -$14K -54 -4%
JIC
721
Johnson Investment Counsel
Ohio
$368K -$16.5K -64 -4%
PWP
722
Parkwoods Wealth Partners
New York
$368K +$368K +1,423 New
FFP
723
FourThought Financial Partners
Florida
$367K -$17.1K -66 -4%
PP
724
Patron Partners
Texas
$366K -$13.4K -52 -4%
NFG
725
Nations Financial Group
Iowa
$366K