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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 %
CCT
901
Capital City Trust
Florida
$211K -$19.4K -75 -8%
NRG
902
Nemes Rush Group
Michigan
$210K -$55K -213 -21%
MKA
903
M. Kulyk & Associates
Georgia
$209K -$18.6K -72 -8%
ACM
904
Advance Capital Management
Michigan
$207K
WTFG
905
Wells Trecaso Financial Group
Ohio
$207K
HR
906
Howe & Rusling
New York
$205K +$9.56K +37 +5%
FWM
907
Foguth Wealth Management
Michigan
$203K -$8.27K -32 -4%
BB
908
Busey Bank
Illinois
$203K -$517 -2 -0.3%
IWA
909
Icon Wealth Advisors
Texas
$202K
PAM
910
Panagora Asset Management
Massachusetts
$202K
SWP
911
Sagespring Wealth Partners
Tennessee
$202K +$202K +781 New
CFFP
912
Center for Financial Planning
Michigan
$198K -$25.8K -100 -12%
CSB
913
City State Bank
Iowa
$189K
CSP
914
Cary Street Partners
Virginia
$185K -$5.68K -22 -3%
HBT
915
Hills Bank & Trust
Iowa
$185K
AF
916
Advisornet Financial
Minnesota
$183K -$47K -182 -20%
JWA
917
JFS Wealth Advisors
Pennsylvania
$181K +$258 +1 +0.1%
MCP
918
Militia Capital Partners
Nevada
$181K +$181K +700 New
LC
919
Lindbrook Capital
California
$178K +$3.62K +14 +2%
PFBT
920
Parkside Financial Bank & Trust
Missouri
$175K +$16.3K +63 +10%
AAG
921
Armstrong Advisory Group
Massachusetts
$173K
LS
922
Livforsakringsbolaget Skandia
Sweden
$171K -$51.6K -200 -23%
CTC
923
Central Trust Company
Missouri
$166K -$3.1K -12 -2%
WTC
924
WhitTier Trust Company
Nevada
$163K +$11.9K +46 +8%
VWA
925
VSM Wealth Advisory
Maryland
$161K