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Rockwell Automation

1,254 hedge funds and large institutions have $31.1B invested in Rockwell Automation in 2025 Q2 according to their latest regulatory filings, with 191 funds opening new positions, 378 increasing their positions, 468 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,254
Holders Change
+96
Holders Change %
+8.29%
% of All Funds
16.81%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
191
Increased
378
Reduced
468
Closed
83
Calls
$312M
Puts
$122M
Net Calls
+$189M
Net Calls Change
+$92.2M
Name Holding Trade Value Shares
Change
Shares
Change %
LWA
1076
Lowe Wealth Advisors
Maryland
$82.4K
JFGIW
1077
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.4K +$81.4K +245 New
IBOK
1078
Independence Bank of Kentucky
Kentucky
$76.4K -$3.32K -10 -4%
HFM
1079
Harvest Fund Management
China
$76K +$76K +230 New
BIM
1080
Breakwater Investment Management
Washington
$75.1K
HC
1081
Hoese & Co
Minnesota
$74.7K +$74.7K +225 New
WPA
1082
Wealth Preservation Advisors
Tennessee
$71.1K
HWM
1083
Hemington Wealth Management
Virginia
$71K +$2.64K +8 +4%
PGAM
1084
Princeton Global Asset Management
New Jersey
$68.4K +$68.4K +206 New
BLC
1085
Brown, Lisle/Cummings
Rhode Island
$66.4K
ATC
1086
Advantage Trust Company
Kansas
$66.4K
ZBNA
1087
Zions Bancorporation, National Association
Utah
$64.4K -$6.64K -20 -9%
CSPIA
1088
Cary Street Partners Investment Advisory
Virginia
$59.8K +$4.65K +14 +8%
API
1089
Asset Planning Inc
California
$57.5K
OP
1090
ORG Partners
Indiana
$56.2K -$1.35K -4 -2%
SWM
1091
Spire Wealth Management
Virginia
$55.9K -$24K -72 -30%
AWM
1092
Accredited Wealth Management
Kentucky
$54.8K
TFIPS
1093
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.8K +$24.9K +75 +83%
BOJHT
1094
Bank of Jackson Hole Trust
Wyoming
$53.5K +$13.6K +41 +34%
MCA
1095
Maryland Capital Advisors
Maryland
$51.2K +$45.8K +138 +863%
OPTFSNA
1096
Old Point Trust & Financial Services N A
Virginia
$51.2K +$51.2K +154 New
AI
1097
AdvisorShares Investments
Maryland
$49.8K +$49.8K +150 New
PWMG
1098
Prestige Wealth Management Group
New Jersey
$49.2K -$13.3K -40 -21%
FIA
1099
FNY Investment Advisers
New York
$48K -$37.6K -115 -44%
GGI
1100
Godsey & Gibb Inc
Virginia
$46.5K