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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
PCP
951
Proficio Capital Partners
Massachusetts
$243K
CSB
952
City State Bank
Iowa
$242K
PCA
953
Pallas Capital Advisors
Massachusetts
$242K
CT
954
Colonial Trust
South Carolina
$242K
Envestnet Portfolio Solutions
955
Envestnet Portfolio Solutions
Illinois
$242K
LIM
956
Leavell Investment Management
Alabama
$242K
VFG
957
Victory Financial Group
Texas
$240K
IIC
958
Ironwood Investment Counsel
Arizona
$240K
EBT
959
Enterprise Bank & Trust
Massachusetts
$239K
WTB
960
Washington Trust Bank
Washington
$238K
PSCM
961
Per Stirling Capital Management
Texas
$237K
CSP
962
Cary Street Partners
Virginia
$236K
SC
963
Sapient Capital
Indiana
$234K
CFG
964
Citizens Financial Group
Rhode Island
$234K
CA
965
CoreCap Advisors
Michigan
$234K
IPW
966
Impact Partnership Wealth
Georgia
$233K
SEIA
967
Signature Estate & Investment Advisors
California
$233K
PFA
968
Professional Financial Advisors
Nebraska
$233K
WCP
969
Welch Capital Partners
New York
$231K
SAW
970
Signal Advisors Wealth
Michigan
$231K
TNA
971
True North Advisors
Texas
$230K
AWM
972
Accel Wealth Management
Iowa
$229K
LWP
973
LeClair Wealth Partners
Ohio
$229K
RA
974
Ruggaard & Associates
Ohio
$228K
CIAS
975
Capital Investment Advisory Services
North Carolina
$227K