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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
WTFG
926
Wells Trecaso Financial Group
Ohio
$266K
ACM
927
Advance Capital Management
Michigan
$266K
BAM
928
BOCHK Asset Management
Hong Kong
$266K
EWA
929
EverSource Wealth Advisors
Alabama
$265K
CPIG
930
Chicago Partners Investment Group
Illinois
$264K
RWM
931
Ritholtz Wealth Management
New York
$263K
HBT
932
Hills Bank & Trust
Iowa
$261K
BB
933
Busey Bank
Illinois
$261K
LFAS
934
Level Four Advisory Services
Texas
$260K
IWA
935
Icon Wealth Advisors
Texas
$260K
MKA
936
M. Kulyk & Associates
Georgia
$258K
PAM
937
Panagora Asset Management
Massachusetts
$258K
SA
938
Sicart Associates
New York
$257K
CFFP
939
Center for Financial Planning
Michigan
$255K
CCMG
940
Clark Capital Management Group
Pennsylvania
$254K
BWFA
941
Baltimore-Washington Financial Advisors
Maryland
$253K
CP
942
Cumberland Partners
Ontario, Canada
$253K
NS
943
NBC Securities
Alabama
$252K
EFS
944
Essex Financial Services
Connecticut
$251K
DW30
945
Drucker Wealth 3.0
New Jersey
$250K
MCM
946
Maple Capital Management
Vermont
$250K
QPWM
947
Quadrant Private Wealth Management
Pennsylvania
$248K
BWP
948
BSW Wealth Partners
Colorado
$246K
PWMAG
949
Pinnacle Wealth Management Advisory Group
New Jersey
$245K
PCP
950
Proficio Capital Partners
Massachusetts
$243K