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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
WP
876
WealthPLAN Partners
Nebraska
$319K
AI
877
Accredited Investors
Minnesota
$317K
SCP
878
Sender Company & Partners
New York
$317K
MS
879
Marshall & Sullivan
Washington
$316K
MPM
880
MBB Public Markets
Illinois
$315K
USCWA
881
U.S. Capital Wealth Advisors
Texas
$311K
Empower Advisory Group
882
Empower Advisory Group
Colorado
$311K
CCC
883
Chelsea Counsel Company
California
$306K
BCIM
884
Bishop & Co Investment Management
Pennsylvania
$305K
CI
885
Conning Inc
Connecticut
$305K
DI
886
Diligent Investors
California
$304K
HI
887
Hudock Inc
Pennsylvania
$303K
SLC
888
Second Line Capital
Louisiana
$303K
SWP
889
Sagespring Wealth Partners
Tennessee
$303K
SMG
890
Smart Money Group
Texas
$302K
ICP
891
Impact Capital Partners
Colorado
$300K
AIA
892
Affinity Investment Advisors
California
$300K
PHWM
893
Pine Harbor Wealth Management
Maryland
$299K
CWM
894
Congress Wealth Management
Massachusetts
$297K
MWM
895
Modera Wealth Management
New Jersey
$297K
PMG
896
Private Management Group
California
$296K
PP
897
PDS Planning
Ohio
$294K
PFM
898
Patton Fund Management
Texas
$294K
CA
899
Commerzbank Aktiengesellschaft
Germany
$292K
CI
900
Cambiar Investors
Colorado
$292K