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Rockwell Automation

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
FFA
901
Fragasso Financial Advisors
Pennsylvania
$289K -$6.97K -21 -2%
PWPS
902
Pinnacle Wealth Planning Services
Ohio
$289K -$14.9K -45 -5%
KFI
903
Key Financial Inc
Pennsylvania
$289K
HBS
904
Howard Bailey Securities
Indiana
$288K -$29.9K -90 -9%
EFL
905
ERn Financial LLC
Wisconsin
$288K -$664 -2 -0.2%
FBFS
906
First Business Financial Services
Wisconsin
$288K
P
907
Pitcairn
Pennsylvania
$286K -$44.8K -135 -14%
AF
908
Aviso Financial
Ontario, Canada
$285K +$12K +36 +4%
PCA
909
Prosperity Capital Advisors
Ohio
$282K -$54.5K -164 -16%
PAS
910
Professional Advisory Services
Florida
$282K
GL
911
Graypoint LLC
New York
$281K -$2.32K -7 -0.8%
PA
912
PharVision Advisers
Florida
$278K +$278K +838 New
CAG
913
Crestwood Advisors Group
Massachusetts
$278K +$278K +836 New
AO
914
Advisor OS
Illinois
$277K -$1.99K -6 -0.7%
WMA
915
West Michigan Advisors
Michigan
$277K -$1.99K -6 -0.7%
SFG
916
SevenBridge Financial Group
Pennsylvania
$276K -$22.1K -65 -7%
CGA
917
Crescent Grove Advisors
Illinois
$273K +$273K +822 New
SIMG
918
Sonora Investment Management Group
Arizona
$271K -$43.8K -132 -14%
HR
919
Howe & Rusling
New York
$270K +$6.64K +20 +3%
SMA
920
Seven Mile Advisory
New Jersey
$269K -$8.64K -26 -3%
FFA
921
Founders Financial Alliance
North Carolina
$269K +$269K +810 New
CI
922
CX Institutional
Indiana
$268K +$60.7K +183 +29%
ACM
923
Advance Capital Management
Michigan
$266K
WTFG
924
Wells Trecaso Financial Group
Ohio
$266K
BAM
925
BOCHK Asset Management
Hong Kong
$266K +$266K +800 New