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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
TIM
1051
Thompson Investment Management
Wisconsin
$133K
EWA
1052
EQ Wealth Advisors
Texas
$131K
RIL
1053
Rothschild Investment LLC
Illinois
$127K
TCOT
1054
Trust Company of Toledo
Ohio
$126K
CBT
1055
Crews Bank & Trust
Florida
$124K
NWM
1056
Navigoe Wealth Management
California
$117K
BCMLT
1057
Beacon Capital Management LLC (Tennessee)
Tennessee
$115K
MMCM
1058
Murphy & Mullick Capital Management
New York
$115K
FCAS
1059
First Command Advisory Services
Texas
$114K
NRG
1060
Nemes Rush Group
Michigan
$113K
SIM
1061
Sentry Investment Management
Wisconsin
$111K
MSE
1062
MUFG Securities EMEA
United Kingdom
$111K
DPW
1063
DiNuzzo Private Wealth
Pennsylvania
$109K
CH
1064
Cromwell Holdings
Wyoming
$109K
OL
1065
OneFund LLC
Florida
$100K
1IA
1066
1620 Investment Advisors
Massachusetts
$95.3K
ADL
1067
Asset Dedication LLC
California
$94.3K
OC
1068
Oakworth Capital
Alabama
$94.3K
WC
1069
Wexford Capital
Florida
$92.7K
KFP
1070
Keener Financial Planning
Texas
$92K
BIA
1071
Bell Investment Advisors
California
$91.3K
VCM
1072
Versant Capital Management
Arizona
$89.4K
DJSG
1073
D.J. St. Germain
Massachusetts
$87K
CTB
1074
Country Trust Bank
Illinois
$84.4K
CFO
1075
CVA Family Office
Colorado
$84.4K