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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 %
KFS
801
Kelly Financial Services
Massachusetts
$283K +$11.9K +46 +4%
BF
802
BOK Financial
Oklahoma
$282K +$9.3K +36 +3%
R
803
Rebalance
California
$280K
CICI
804
Capital Investment Counsel Inc
North Carolina
$279K -$2.58K -10 -0.9%
VC
805
Vicus Capital
Pennsylvania
$276K -$17.6K -68 -6%
LOPW
806
Live Oak Private Wealth
North Carolina
$276K +$4.65K +18 +2%
PP
807
Pacifica Partners
Canada
$275K
FMLI
808
Fukoku Mutual Life Insurance
Japan
$273K +$65.6K +254 +32%
PL
809
Plancorp LLC
Missouri
$272K +$1.29K +5 +0.5%
PF
810
Phoenix Financial
Israel
$272K +$272K +1,048 New
GC
811
Grange Capital
Oregon
$271K
CLA
812
Carnegie Lake Advisors
New Jersey
$271K
BC
813
Belmont Capital
California
$269K +$269K +1,042 New
RMP
814
Richards, Merrill & Peterson
Washington
$268K -$29.2K -113 -10%
BCM
815
Brookstone Capital Management
Illinois
$267K -$10.9K -42 -4%
1W
816
1776 Wealth
Georgia
$266K -$9.82K -38 -4%
CRWM
817
Castle Rock Wealth Management
California
$264K
PCM
818
Parsons Capital Management
Rhode Island
$264K
NL
819
NWAM LLC
Washington
$264K -$516K -1,996 -66%
ANBT
820
American National Bank & Trust
Texas
$264K -$121K -467 -31%
BWM
821
BKM Wealth Management
Wisconsin
$263K +$5.17K +20 +2%
SFG
822
SevenBridge Financial Group
Pennsylvania
$263K -$55.8K -186 -17%
KA
823
Kooman & Associates
Pennsylvania
$262K +$2.33K +9 +0.9%
PCA
824
Prosperity Capital Advisors
Ohio
$262K -$2.07K -8 -0.8%
CAC
825
Certified Advisory Corp
Florida
$260K