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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
CWM
776
Calamos Wealth Management
Illinois
$422K
PA
777
Profund Advisors
Maryland
$421K
FA
778
Fiduciary Alliance
South Carolina
$421K
CFA
779
Cahill Financial Advisors
Minnesota
$419K
BIM
780
Bridges Investment Management
Nebraska
$417K
CA
781
Centerpoint Advisors
Massachusetts
$415K
1WM
782
1900 Wealth Management
Texas
$414K
CSIC
783
Clifford Swan Investment Counsel
California
$414K
AssetMark Inc
784
AssetMark Inc
California
$413K
SAM
785
Steinberg Asset Management
New York
$406K
NL
786
Navalign LLC
California
$405K
MS
787
Madden Securities
Texas
$404K
CWG
788
Cornerstone Wealth Group
North Carolina
$404K
BIG
789
Brooklyn Investment Group
New York
$403K
BTI
790
Blue Trust Inc
Georgia
$403K
AC
791
Apella Capital
Connecticut
$400K
TWP
792
Tyche Wealth Partners
Texas
$399K
MFS
793
Mattson Financial Services
Michigan
$399K
OFS
794
Orrstown Financial Services
Pennsylvania
$399K
CWS
795
Confluence Wealth Services
Pennsylvania
$394K
SIAG
796
Safeguard Investment Advisory Group
California
$394K
MA
797
MCF Advisors
Kentucky
$391K
HCP
798
Hardin Capital Partners
South Carolina
$389K
FTWA
799
Fifth Third Wealth Advisors
Ohio
$389K
RSWM
800
Robertson Stephens Wealth Management
California
$389K