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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, 380 increasing their positions, 468 reducing their positions, and 86 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:

2.65% more ownership

Funds ownership: 80.37%83.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 468

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
CI
901
Cambiar Investors
Colorado
$292K
KV
902
Kickstand Ventures
New York
$291K
KI
903
Keystone Investors
Singapore
$290K
Financial Engines Advisors
904
Financial Engines Advisors
California
$290K
FFA
905
Fragasso Financial Advisors
Pennsylvania
$289K
PWPS
906
Pinnacle Wealth Planning Services
Ohio
$289K
KFI
907
Key Financial Inc
Pennsylvania
$289K
HBS
908
Howard Bailey Securities
Indiana
$288K
EFL
909
ERn Financial LLC
Wisconsin
$288K
FBFS
910
First Business Financial Services
Wisconsin
$288K
P
911
Pitcairn
Pennsylvania
$286K
AF
912
Aviso Financial
Ontario, Canada
$285K
PCA
913
Prosperity Capital Advisors
Ohio
$282K
PAS
914
Professional Advisory Services
Florida
$282K
GL
915
Graypoint LLC
New York
$281K
PA
916
PharVision Advisers
Florida
$278K
CAG
917
Crestwood Advisors Group
Massachusetts
$278K
AO
918
Advisor OS
Illinois
$277K
WMA
919
West Michigan Advisors
Michigan
$277K
SFG
920
SevenBridge Financial Group
Pennsylvania
$276K
CGA
921
Crescent Grove Advisors
Illinois
$273K
SIMG
922
Sonora Investment Management Group
Arizona
$271K
HR
923
Howe & Rusling
New York
$270K
SMA
924
Seven Mile Advisory
New Jersey
$269K
FFA
925
Founders Financial Alliance
North Carolina
$269K