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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
AIP
826
Almanack Investment Partners
Pennsylvania
$363K
RWP
827
Revolve Wealth Partners
New Jersey
$362K
GAMC
828
Garner Asset Management Corp
Texas
$362K
FNBT
829
FineMark National Bank & Trust
Florida
$361K
CRWM
830
Castle Rock Wealth Management
California
$360K
R
831
Rebalance
California
$360K
KFS
832
Kelly Financial Services
Massachusetts
$359K
DG
833
DMC Group
Alabama
$359K
FPCP
834
Fort Point Capital Partners
California
$357K
VC
835
Vicus Capital
Pennsylvania
$356K
SPIA
836
Steward Partners Investment Advisory
New York
$356K
FAM
837
Formidable Asset Management
Ohio
$356K
Simplex Trading
838
Simplex Trading
Illinois
$355K
NL
839
NWAM LLC
Washington
$354K
JCM
840
Jacobi Capital Management
Pennsylvania
$354K
AIP
841
Ameritas Investment Partners
Nebraska
$353K
GC
842
Grange Capital
Oregon
$349K
CLA
843
Carnegie Lake Advisors
New Jersey
$348K
PL
844
Plancorp LLC
Missouri
$347K
BC
845
Belmont Capital
California
$346K
LIA
846
LS Investment Advisors
Michigan
$345K
FFM
847
Forum Financial Management
Illinois
$343K
FG
848
Foster Group
Iowa
$341K
PCM
849
Parsons Capital Management
Rhode Island
$339K
BWM
850
BKM Wealth Management
Wisconsin
$338K