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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
CAI
801
Capital Advisors Inc
Oklahoma
$388K
FCT
802
First Community Trust
Iowa
$388K
RMP
803
Richards, Merrill & Peterson
Washington
$386K
ABC
804
Associated Banc-Corp
Wisconsin
$386K
KP
805
Keel Point
Alabama
$385K
SOW
806
State of Wyoming
Wyoming
$384K
PF
807
Phoenix Financial
Israel
$381K
WAP
808
Wealthcare Advisory Partners
Pennsylvania
$379K
TCBWMS
809
Texas Capital Bank Wealth Management Services
Texas
$379K
PP
810
Pacifica Partners
Canada
$379K
CFS
811
Cannon Financial Strategists
Georgia
$378K
CPCP
812
Cedar Point Capital Partners
Iowa
$377K
PS
813
Principal Securities
Iowa
$377K
SAI
814
Savvy Advisors Inc
New York
$376K
PTC
815
Petrus Trust Company
Texas
$376K
FAG
816
Fortitude Advisory Group
Washington
$376K
APW
817
Aurora Private Wealth
New Jersey
$375K
IAIM
818
International Assets Investment Management
Florida
$375K
SXL
819
Summit X LLC
Missouri
$373K
MIA
820
MainStreet Investment Advisors
Illinois
$373K
TAM
821
Tealwood Asset Management
Minnesota
$372K
CICI
822
Capital Investment Counsel Inc
North Carolina
$367K
BCM
823
Brookstone Capital Management
Illinois
$366K
BCM
824
Bayesian Capital Management
New York
$365K
CI
825
Cigna Investments
Connecticut
$364K