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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 %
NECFA
976
New England Capital Financial Advisors
Connecticut
$64.7K
WSCM
977
Wellington Shields Capital Management
New York
$64.6K
LWA
978
Lowe Wealth Advisors
Maryland
$64.1K
ACM
979
Aster Capital Management
United Arab Emirates
$63.7K +$63.7K +222 New
IBOK
980
Independence Bank of Kentucky
Kentucky
$62K
SWM
981
Spire Wealth Management
Virginia
$62K +$3.87K +15 +7%
CFO
982
CVA Family Office
Colorado
$60.5K -$6.2K -24 -9%
BIM
983
Breakwater Investment Management
Washington
$58.4K
T
984
TOBAM
France
$57K -$28.8K -112 -34%
WPA
985
Wealth Preservation Advisors
Tennessee
$55.3K +$55.3K +214 New
ZBNA
986
Zions Bancorporation, National Association
Utah
$55.3K +$55.3K +214 New
AIP
987
Arrowpoint Investment Partners
Singapore
$54.3K +$54.3K +210 New
HWM
988
Hemington Wealth Management
Virginia
$53K +$2.05K +8 +4%
QC
989
Quent Capital
New York
$52.2K -$4.14K -16 -7%
BLC
990
Brown, Lisle/Cummings
Rhode Island
$51.7K
ATC
991
Advantage Trust Company
Kansas
$51.7K
CA
992
Continuum Advisory
Idaho
$49.1K -$10.3K -40 -17%
TFGT
993
TS Financial Group (TSFG)
Illinois
$49K
RL
994
Rogco LP
Oklahoma
$48.8K -$4.13K -16 -8%
PWMG
995
Prestige Wealth Management Group
New Jersey
$48.6K -$343K -1,326 -88%
M
996
MOTCO
Texas
$47K
API
997
Asset Planning Inc
California
$44.7K
OP
998
ORG Partners
Indiana
$44K -$10.9K -42 -20%
CSPIA
999
Cary Street Partners Investment Advisory
Virginia
$42.9K +$16K +62 +60%
AWM
1000
Accredited Wealth Management
Kentucky
$42.6K