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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 %
CW
1001
Cooksen Wealth
Texas
$37.9K +$37.9K +130 New
LWANC
1002
Laurel Wealth Advisors (North Carolina)
North Carolina
$36.4K
GGI
1003
Godsey & Gibb Inc
Virginia
$36.2K
GWM
1004
Geneos Wealth Management
Colorado
$35.9K +$7.45K +11 +26%
BOJHT
1005
Bank of Jackson Hole Trust
Wyoming
$34.5K
FWA
1006
Flagship Wealth Advisors
Massachusetts
$34.4K
VIS
1007
Vega Investment Solutions
France
$33.6K +$33.6K +130 New
SIS
1008
Strategic Investment Solutions
Illinois
$33.3K
GM
1009
GeoWealth Management
Illinois
$32.8K -$40.8K -158 -55%
PAM
1010
Parvin Asset Management
South Dakota
$32.3K
DMBA
1011
Deseret Mutual Benefit Administrators
Utah
$32.3K
IWP
1012
IAG Wealth Partners
Wisconsin
$32.1K
IAS
1013
IMA Advisory Services
Colorado
$32K +$32K +124 New
FGAM
1014
Financial Gravity Asset Management
Texas
$31K +$31K +120 New
S
1015
Sachetta
Massachusetts
$30.6K -$1.04K -4 -3%
DWM
1016
Darwin Wealth Management
Florida
$30K
FP
1017
Financial Perspectives
Minnesota
$28.9K
PFP
1018
Pinnacle Financial Partners
Tennessee
$28.6K
CCM
1019
Chilton Capital Management
Texas
$26.4K -$237K -916 -90%
CB
1020
Community Bank
New York
$25.8K
KOCAA
1021
Knights of Columbus Asset Advisors
Connecticut
$25.8K
CNBTD
1022
Citizens National Bank Trust Department
Mississippi
$25.8K +$25.8K +100 New
FUBT
1023
First United Bank & Trust
Maryland
$24.8K
FHA
1024
First Horizon Advisors
Tennessee
$24.3K +$258 +1 +1%
MCM
1025
MV Capital Management
Maryland
$24.3K +$1.29K +5 +6%