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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 %
BJL
726
Brighton Jones LLC
Washington
$366K +$112K +433 +44%
NRWA
727
North Ridge Wealth Advisors
Oregon
$364K
IA
728
IFP Advisors
Florida
$364K -$9.69K -37 -3%
CAM
729
Costello Asset Management
Pennsylvania
$362K
WWG
730
West Wealth Group
California
$358K +$1.81K +7 +0.5%
SAM
731
Shell Asset Management
Netherlands
$357K +$25.6K +99 +8%
FAM
732
Formidable Asset Management
Ohio
$356K -$63K -244 -15%
MC
733
Middleton & Co
Massachusetts
$355K
SWM
734
SeaCrest Wealth Management
New York
$354K +$18.1K +70 +5%
PMSA
735
Patrick M. Sweeney & Associates
Illinois
$353K +$258 +1 +0.1%
EWM
736
Empirical Wealth Management
Washington
$353K -$1.23M -4,751 -78%
GVAG
737
Great Valley Advisor Group
Delaware
$352K -$29.7K -115 -8%
EWM
738
Evercore Wealth Management
New York
$352K -$3.62K -14 -1%
HCM
739
Hutchinson Capital Management
California
$351K
BCA
740
Bay Colony Advisors
Massachusetts
$349K -$4.65K -18 -1%
JSSH
741
J. Safra Sarasin Holding
$349K +$90.4K +350 +35%
PMG
742
ProVise Management Group
Florida
$348K -$25.8K -100 -7%
RCAG
743
Rehmann Capital Advisory Group
Michigan
$344K +$27.1K +105 +9%
RMC
744
Resources Management Corp
Connecticut
$343K -$51.4K -199 -13%
HCM
745
Hengehold Capital Management
Ohio
$342K -$3.88K -15 -1%
EFG
746
Elios Financial Group
Ohio
$342K +$1.03K +4 +0.3%
ABC
747
Associated Banc-Corp
Wisconsin
$340K -$10.3K -40 -3%
FPAS
748
Focus Partners Advisor Solutions
Missouri
$339K +$339K +1,311 New
FTWA
749
Fifth Third Wealth Advisors
Ohio
$338K +$20.7K +80 +7%
MS
750
Maven Securities
Jersey
$336K +$336K +1,302 New