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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
CCT
1001
Chemung Canal Trust
New York
$210K
SVWAG
1002
Sound View Wealth Advisors Group
Georgia
$210K
PCMC
1003
Paragon Capital Management (Colorado)
Colorado
$210K
FFM
1004
Flagstone Financial Management
Nebraska
$210K
WTC
1005
WhitTier Trust Company
Nevada
$210K
BIAS
1006
Beacon Investment Advisory Services
New Jersey
$209K
CTC
1007
Central Trust Company
Missouri
$209K
NAS
1008
NWF Advisory Services
California
$208K
CIC
1009
Crawford Investment Counsel
Georgia
$208K
CCFM
1010
Clear Creek Financial Management
Washington
$208K
VWA
1011
VSM Wealth Advisory
Maryland
$207K
AAP
1012
Arax Advisory Partners
Colorado
$207K
AAG
1013
Armstrong Advisory Group
Massachusetts
$206K
CCIA
1014
Cherry Creek Investment Advisors
Colorado
$206K
PFBT
1015
Parkside Financial Bank & Trust
Missouri
$206K
GCL
1016
Gouws Capital LLC
North Carolina
$206K
SFO
1017
Stokes Family Office
Louisiana
$205K
PCM
1018
Penserra Capital Management
California
$205K
CAM
1019
Cidel Asset Management
Ontario, Canada
$204K
TCWA
1020
Turtle Creek Wealth Advisors
Texas
$203K
UAS
1021
United Asset Strategies
New York
$202K
BCG
1022
Breakwater Capital Group
New Jersey
$202K
VFA
1023
Values First Advisors
Tennessee
$202K
HDIM
1024
Hanson & Doremus Investment Management
Vermont
$202K
FMTC
1025
Farmers & Merchants Trust Company
California
$202K