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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
HAIM
701
Hunter Associates Investment Management
Pennsylvania
$551K
PA
702
Procyon Advisors
Connecticut
$547K
TFG
703
Taylor Financial Group
Virginia
$547K
TCA
704
Transcend Capital Advisors
New Jersey
$542K
WPW
705
Watershed Private Wealth
Illinois
$538K
GLF
706
Groupe la Francaise
France
$536K
HIA
707
HFM Investment Advisors
New Jersey
$536K
CWM
708
Crowley Wealth Management
Delaware
$535K
MA
709
Montag & Associates
Georgia
$534K
OKSA
710
O'Keefe Stevens Advisory
New York
$531K
UWP
711
Uniting Wealth Partners
Kansas
$531K
VIM
712
Vinva Investment Management
Australia
$530K
FC
713
Forte Capital
New York
$529K
XF
714
XML Financial
Maryland
$529K
HI
715
Hoey Investments
Pennsylvania
$527K
BRWA
716
B. Riley Wealth Advisors
Florida
$527K
VAS
717
Vestmark Advisory Solutions
Massachusetts
$524K
1SB
718
1ST Source Bank
Indiana
$523K
WIM
719
Westside Investment Management
California
$519K
1C
720
111 Capital
France
$519K
EWM
721
Evercore Wealth Management
New York
$519K
BF
722
BOK Financial
Oklahoma
$511K
SWM
723
SeaCrest Wealth Management
New York
$507K
VCM
724
Voleon Capital Management
California
$501K
MSA
725
Marathon Strategic Advisors
Pennsylvania
$498K