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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
SAM
751
Smartleaf Asset Management
Massachusetts
$458K
WWG
752
West Wealth Group
California
$457K
HCM
753
Hutchinson Capital Management
California
$451K
AA
754
ALPS Advisors
Colorado
$451K
JSSH
755
J. Safra Sarasin Holding
$450K
AWM
756
AE Wealth Management
Kansas
$450K
CGL
757
Clarius Group LLC
Washington
$447K
SC
758
Syon Capital
California
$446K
EWM
759
Empirical Wealth Management
Washington
$442K
RMC
760
Resources Management Corp
Connecticut
$441K
PMG
761
ProVise Management Group
Florida
$441K
FRA
762
Frank Rimerman Advisors
California
$440K
EFG
763
Elios Financial Group
Ohio
$440K
WIA
764
World Investment Advisors
California
$440K
PP
765
Patron Partners
Texas
$439K
FRM
766
Fox Run Management
Connecticut
$438K
HCM
767
Hengehold Capital Management
Ohio
$436K
BC
768
Bridgefront Capital
Texas
$434K
BCA
769
Bay Colony Advisors
Massachusetts
$434K
VBCG
770
Valley Brook Capital Group
Pennsylvania
$432K
CA
771
Cullinan Associates
Kentucky
$432K
GIA
772
Gladstone Institutional Advisory
Florida
$430K
GVAG
773
Great Valley Advisor Group
Delaware
$425K
VT
774
Vise Technologies
New York
$424K
RCAG
775
Rehmann Capital Advisory Group
Michigan
$424K