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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 %
KLCM
851
KG&L Capital Management
Louisiana
$246K -$258K -1,000 -51%
MS
852
Marshall & Sullivan
Washington
$245K
SIMG
853
Sonora Investment Management Group
Arizona
$245K -$46.8K -181 -16%
MG
854
Mather Group
Illinois
$243K +$59.7K +231 +32%
CI
855
Conning Inc
Connecticut
$243K +$10.3K +40 +4%
CT
856
Colonial Trust
South Carolina
$242K +$120K +465 +98%
FNBT
857
FineMark National Bank & Trust
Florida
$240K -$74.9K -290 -24%
USCWA
858
U.S. Capital Wealth Advisors
Texas
$240K +$240K +929 New
CCC
859
Chelsea Counsel Company
California
$238K
BCIM
860
Bishop & Co Investment Management
Pennsylvania
$237K
MWM
861
Modera Wealth Management
New Jersey
$237K -$15.5K -60 -6%
DI
862
Diligent Investors
California
$236K +$1.55K +6 +0.7%
PWPS
863
Pinnacle Wealth Planning Services
Ohio
$236K -$5.68K -22 -2%
HI
864
Hudock Inc
Pennsylvania
$236K +$517 +2 +0.2%
SMG
865
Smart Money Group
Texas
$234K +$1.29K +5 +0.6%
CIAM
866
Caitong International Asset Management
Hong Kong
$233K +$233K +903 New
AC
867
Apella Capital
Connecticut
$233K +$233K +961 New
PHWM
868
Pine Harbor Wealth Management
Maryland
$233K
RWP
869
Revolve Wealth Partners
New Jersey
$232K +$25.8K +100 +13%
PCA
870
Pallas Capital Advisors
Massachusetts
$232K +$232K +898 New
FFA
871
Fragasso Financial Advisors
Pennsylvania
$230K +$775 +3 +0.3%
PMG
872
Private Management Group
California
$230K
FG
873
Foster Group
Iowa
$230K +$12.9K +50 +6%
SC
874
Syon Capital
California
$229K -$117K -454 -34%
FA
875
Fiduciary Alliance
South Carolina
$229K +$3.36K +13 +1%