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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
KV
901
Kickstand Ventures
New York
$291K
KI
902
Keystone Investors
Singapore
$290K
Financial Engines Advisors
903
Financial Engines Advisors
California
$290K
FFA
904
Fragasso Financial Advisors
Pennsylvania
$289K
PWPS
905
Pinnacle Wealth Planning Services
Ohio
$289K
KFI
906
Key Financial Inc
Pennsylvania
$289K
HBS
907
Howard Bailey Securities
Indiana
$288K
EFL
908
ERn Financial LLC
Wisconsin
$288K
FBFS
909
First Business Financial Services
Wisconsin
$288K
P
910
Pitcairn
Pennsylvania
$286K
AF
911
Aviso Financial
Ontario, Canada
$285K
PCA
912
Prosperity Capital Advisors
Ohio
$282K
PAS
913
Professional Advisory Services
Florida
$282K
GL
914
Graypoint LLC
New York
$281K
PA
915
PharVision Advisers
Florida
$278K
CAG
916
Crestwood Advisors Group
Massachusetts
$278K
AO
917
Advisor OS
Illinois
$277K
WMA
918
West Michigan Advisors
Michigan
$277K
SFG
919
SevenBridge Financial Group
Pennsylvania
$276K
CGA
920
Crescent Grove Advisors
Illinois
$273K
SIMG
921
Sonora Investment Management Group
Arizona
$271K
HR
922
Howe & Rusling
New York
$270K
SMA
923
Seven Mile Advisory
New Jersey
$269K
FFA
924
Founders Financial Alliance
North Carolina
$269K
CI
925
CX Institutional
Indiana
$268K