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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
SIA
976
Soltis Investment Advisors
Utah
$226K
CCA
977
Childress Capital Advisors
Texas
$226K
MOS
978
MGO One Seven
Ohio
$226K
MAM
979
Milestone Asset Management
Pennsylvania
$223K
CFG
980
Carr Financial Group
Massachusetts
$223K
BFS
981
Bradley Foster & Sargent
Connecticut
$223K
FWM
982
Foguth Wealth Management
Michigan
$223K
JWA
983
JFS Wealth Advisors
Pennsylvania
$223K
SL
984
Sentinus LLC
Illinois
$222K
WG
985
Winton Group
United Kingdom
$222K
CNC
986
Citizens & Northern Corp
Pennsylvania
$221K
TIA
987
Trust Investment Advisors
Indiana
$221K
LS
988
Livforsakringsbolaget Skandia
Sweden
$220K
AWM
989
Aries Wealth Management
Maine
$219K
VPF
990
Vantage Point Financial
Illinois
$218K
PWP
991
Phillips Wealth Planners
Mississippi
$216K
BBHC
992
Brown Brothers Harriman & Co
New York
$216K
SFCL
993
Strengthening Families & Communities LLC
Massachusetts
$215K
IAA
994
Independent Advisor Alliance
North Carolina
$213K
ECM
995
Estabrook Capital Management
New York
$213K
SCM
996
Shelton Capital Management
Colorado
$212K
MG
997
Mather Group
Illinois
$211K
BHBT
998
Burke & Herbert Bank & Trust
Virginia
$211K
GWWM
999
Great Waters Wealth Management
Minnesota
$211K
TIA
1000
Tiemann Investment Advisors
California
$210K