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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 %
FWM
826
FMB Wealth Management
California
$260K +$258 +1 +0.1%
WP
827
WealthPLAN Partners
Nebraska
$259K
PP
828
Paloma Partners
Connecticut
$258K -$6.85M -26,500 -96%
WSC
829
Wellington Shields & Co
New York
$258K
ECM
830
Estabrook Capital Management
New York
$258K
RIM
831
RW Investment Management
Idaho
$258K
DG
832
DMC Group
Alabama
$258K +$57.9K +224 +29%
SDIC
833
South Dakota Investment Council
South Dakota
$258K
SPIA
834
Steward Partners Investment Advisory
New York
$258K -$11.9K -46 -4%
TL
835
Tradewinds LLC
North Carolina
$258K -$4.92M -19,039 -95%
P
836
Pitcairn
Pennsylvania
$257K -$9.82K -38 -4%
SLC
837
Second Line Capital
Louisiana
$257K
JG
838
Jain Global
New York
$256K -$4.16M -16,099 -94%
EB
839
Eastern Bank
Massachusetts
$256K
AFG
840
ABLE Financial Group
Arizona
$256K
FAG
841
Fortitude Advisory Group
Washington
$255K +$8.67K +38 +4%
PWW
842
Pettyjohn Wood & White
Virginia
$254K
FSA
843
Financial Security Advisor
Virginia
$252K +$1.03K +4 +0.4%
DAS
844
Dynamic Advisor Solutions
Arizona
$252K -$2.33K -9 -0.9%
KA
845
KLCM Advisors
Wisconsin
$250K
TWM
846
Tradition Wealth Management
Minnesota
$249K +$1.29K +5 +0.5%
SAI
847
Savvy Advisors Inc
New York
$249K +$56.6K +219 +29%
CIA
848
Concurrent Investment Advisors
Florida
$249K -$3.1K -12 -1%
HBS
849
Howard Bailey Securities
Indiana
$248K +$248K +958 New
FFS
850
Founders Financial Securities
Maryland
$247K +$740 +3 +0.3%