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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
CT
851
Caldwell Trust
Florida
$338K
WF
852
Welch & Forbes
Massachusetts
$337K
KA
853
Kooman & Associates
Pennsylvania
$337K
GWMR
854
GC Wealth Management RIA
Massachusetts
$336K
CAC
855
Certified Advisory Corp
Florida
$335K
FWM
856
FMB Wealth Management
California
$333K
WPW
857
Warther Private Wealth
Ohio
$333K
BFM
858
Boothbay Fund Management
New York
$333K
EPIMS
859
Evelyn Partners Investment Management Services
$332K
FFS
860
Founders Financial Securities
Maryland
$332K
RIM
861
RW Investment Management
Idaho
$332K
WSC
862
Wellington Shields & Co
New York
$332K
SDIC
863
South Dakota Investment Council
South Dakota
$332K
LOPW
864
Live Oak Private Wealth
North Carolina
$332K
EB
865
Eastern Bank
Massachusetts
$329K
AFG
866
ABLE Financial Group
Arizona
$328K
DAS
867
Dynamic Advisor Solutions
Arizona
$327K
PWW
868
Pettyjohn Wood & White
Virginia
$326K
FSA
869
Financial Security Advisor
Virginia
$326K
1W
870
1776 Wealth
Georgia
$325K
DA
871
Dillon & Associates
Michigan
$321K
KA
872
KLCM Advisors
Wisconsin
$321K
TWM
873
Tradition Wealth Management
Minnesota
$320K
SCM
874
Stevens Capital Management
Pennsylvania
$320K
ANBT
875
American National Bank & Trust
Texas
$320K