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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
CFP
1026
Catalyst Financial Partners
Massachusetts
$202K
CWM
1027
Centric Wealth Management
Illinois
$201K
SS
1028
Sunbelt Securities
Texas
$199K
BGA
1029
Battery Global Advisors
Massachusetts
$199K
GWM
1030
Gitterman Wealth Management
New Jersey
$193K
NB
1031
NBT Bank
New York
$191K
RBI
1032
Raiffeisen Bank International
Austria
$185K
TFM
1033
TFC Financial Management
Massachusetts
$181K
ST
1034
Smithfield Trust
Pennsylvania
$177K
QL
1035
Quarry LP
New York
$173K
CHC
1036
City Holding Co
West Virginia
$173K
TF
1037
Tompkins Financial
New York
$171K
CT
1038
Coastline Trust
Rhode Island
$166K
AF
1039
Advisornet Financial
Minnesota
$165K
VNA
1040
Valley National Advisers
Pennsylvania
$152K
CCA
1041
Catalyst Capital Advisors
New York
$150K
STB
1042
S&T Bank
Pennsylvania
$149K
WBC
1043
Westpac Banking Corp
Australia
$142K
BDL
1044
Banque de Luxembourg
Luxembourg
$141K
C
1045
Covestor
United Kingdom
$141K
LWANC
1046
Laurel Wealth Advisors (North Carolina)
North Carolina
$141K
SIS
1047
Sound Income Strategies
Florida
$138K
AGWCA
1048
Annis Gardner Whiting Capital Advisors
Florida
$137K
LFG
1049
Larson Financial Group
Missouri
$135K
MIHAS
1050
Maj Invest Holding A/S
Denmark
$133K