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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 %
FDCP
1051
Foster Dykema Cabot & Partners
Massachusetts
$16.5K +$16.5K +64 New
DAM
1052
Delta Asset Management
Tennessee
$16.3K
IRC
1053
Investors Research Corp
Georgia
$16.3K +$11.4K +44 +232%
MHR
1054
Matthew Hamilton Rosenberg
$16K
GKIM
1055
GW&K Investment Management
Massachusetts
$16K +$2.07K +8 +15%
MCM
1056
Manchester Capital Management
Vermont
$15.2K +$3.88K +15 +34%
WPA
1057
West Paces Advisors
Georgia
$15K
AFG
1058
Albion Financial Group
Utah
$14.7K
ITIM
1059
Indiana Trust & Investment Management
Indiana
$13.7K
PAI
1060
Pittenger & Anderson Inc
Nebraska
$13.2K
WWM
1061
Wolff Wiese Magana
California
$13.2K
TFA
1062
Transamerica Financial Advisors
Florida
$13K +$5.15K +19 +66%
MWM
1063
Mascoma Wealth Management
New Hampshire
$12.9K
SFA
1064
Semmax Financial Advisors
North Carolina
$12.9K
RFS
1065
Richardson Financial Services
Massachusetts
$12.4K
AT
1066
Avalon Trust
New Mexico
$12K +$12K +46 New
AT
1067
Arlington Trust
Alabama
$11.6K
IHWM
1068
Iron Horse Wealth Management
Iowa
$11.6K
MAM
1069
Meeder Asset Management
Ohio
$11.4K -$6.2K -24 -35%
SCB
1070
Saudi Central Bank
Saudi Arabia
$11.4K +$11.4K +44 New
OCM
1071
Orion Capital Management
California
$10.4K +$5.19K +20 +100%
KIM
1072
Kestra Investment Management
Texas
$10.1K -$3.88K -15 -28%
PAG
1073
Paladin Advisory Group
Iowa
$9.56K -$9.56K -37 -50%
BWL
1074
Bogart Wealth LLC
Virginia
$9.3K +$517 +2 +6%
NC
1075
NewSquare Capital
Pennsylvania
$9.3K +$2.33K +9 +33%