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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 %
VI
751
Versor Investments
New York
$336K +$336K +1,302 New
IC
752
Inscription Capital
Texas
$336K +$336K +1,153 New
VBCG
753
Valley Brook Capital Group
Pennsylvania
$336K
CA
754
Cullinan Associates
Kentucky
$336K
GIA
755
Gladstone Institutional Advisory
Florida
$329K -$32.8K -127 -9%
CI
756
Cambiar Investors
Colorado
$329K -$103K -400 -24%
CFA
757
Cahill Financial Advisors
Minnesota
$326K
BIM
758
Bridges Investment Management
Nebraska
$326K -$50.9K -197 -14%
1WM
759
1900 Wealth Management
Texas
$325K
CA
760
Centerpoint Advisors
Massachusetts
$323K
CSIC
761
Clifford Swan Investment Counsel
California
$321K -$135K -522 -30%
PS
762
Principal Securities
Iowa
$319K
ECM
763
Evergreen Capital Management
Washington
$318K -$254K -984 -44%
BFA
764
Buttonwood Financial Advisors
Maryland
$318K -$48.3K -187 -13%
GI
765
Gradient Investments
Minnesota
$318K
SAM
766
Steinberg Asset Management
New York
$316K
MS
767
Madden Securities
Texas
$314K
BTI
768
Blue Trust Inc
Georgia
$310K -$5.68K -22 -2%
MFS
769
Mattson Financial Services
Michigan
$310K -$6.2K -24 -2%
TWP
770
Tyche Wealth Partners
Texas
$310K -$258 -1 -0.1%
OFS
771
Orrstown Financial Services
Pennsylvania
$310K
CGL
772
Clarius Group LLC
Washington
$306K +$6.72K +26 +2%
SIAG
773
Safeguard Investment Advisory Group
California
$305K +$258 +1 +0.1%
CAI
774
Capital Advisors Inc
Oklahoma
$305K +$4.39K +17 +1%
LA
775
Legacy Advisors
Pennsylvania
$304K +$74.7K +289 +33%