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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 %
AI
876
Accredited Investors
Minnesota
$228K +$10.1K +39 +5%
SW
877
Simplicity Wealth
New Jersey
$228K +$228K +882 New
Envestnet Portfolio Solutions
878
Envestnet Portfolio Solutions
Illinois
$227K -$1.25M -4,839 -85%
KV
879
Kickstand Ventures
New York
$227K -$35.7K -138 -14%
ICP
880
Impact Capital Partners
Colorado
$226K +$3.1K +12 +1%
Financial Engines Advisors
881
Financial Engines Advisors
California
$226K -$25.8K -100 -10%
EFL
882
ERn Financial LLC
Wisconsin
$225K -$775 -3 -0.3%
KFI
883
Key Financial Inc
Pennsylvania
$225K
EFS
884
Essex Financial Services
Connecticut
$224K +$27.9K +108 +14%
FBFS
885
First Business Financial Services
Wisconsin
$224K
FFM
886
Forum Financial Management
Illinois
$222K +$23K +89 +12%
CWM
887
Congress Wealth Management
Massachusetts
$221K +$25.6K +99 +13%
LW
888
Linscomb Wealth
Texas
$221K -$29.7K -115 -12%
SAW
889
Signal Advisors Wealth
Michigan
$220K -$24.3K -94 -10%
GL
890
Graypoint LLC
New York
$220K -$17.6K -68 -7%
PAS
891
Professional Advisory Services
Florida
$220K
RBI
892
Raiffeisen Bank International
Austria
$219K
AO
893
Advisor OS
Illinois
$217K +$9.82K +38 +5%
WMA
894
West Michigan Advisors
Michigan
$217K +$217K +839 New
FGP
895
Freestone Grove Partners
California
$217K +$217K +838 New
SMA
896
Seven Mile Advisory
New Jersey
$216K -$5.68K -22 -3%
NS
897
NBC Securities
Alabama
$216K +$216K +838 New
LFAS
898
Level Four Advisory Services
Texas
$214K +$214K +828 New
SVWAG
899
Sound View Wealth Advisors Group
Georgia
$213K -$299K -1,156 -58%
AF
900
Aviso Financial
Ontario, Canada
$213K -$16.3K -63 -7%