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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 %
AIC
1076
Archer Investment Corporation
Indiana
$8.43K +$256 +1 +3%
MSWA
1077
Marshall & Sterling Wealth Advisors
New York
$8.31K -$482K -1,857 -98%
FFO
1078
Fortitude Family Office
Arizona
$8.01K
WA
1079
WPG Advisers
Maryland
$8.01K +$1.29K +5 +19%
OAJ
1080
Ogorek Anthony Joseph
New York
$8K +$8K +32 New
FMP
1081
Financial Management Professionals
Texas
$7.75K -$2.33K -9 -23%
GWP
1082
Gen-Wealth Partners
Michigan
$7.75K
KWM
1083
Kiker Wealth Management
Georgia
$7.75K +$7.75K +30 New
CFS
1084
Compass Financial Services
Iowa
$7.69K
WA
1085
Whipplewood Advisors
Colorado
$7.49K +$3.35K +17 +81%
DF
1086
Dunhill Financial
United Kingdom
$7.4K -$510 -2 -6%
MEG
1087
Millstone Evans Group
Colorado
$7.24K
CAL
1088
Capital Analysts LLC
Pennsylvania
$6K
WB
1089
Webster Bank
Connecticut
$5.94K
HIA
1090
Harbor Investment Advisory
Maryland
$5.68K
UCB
1091
United Community Bank
South Carolina
$5.68K +$5.68K +22 New
BCM
1092
Blume Capital Management
California
$5.43K +$5.43K +21 New
BWAM
1093
Boyd Watterson Asset Management
Ohio
$5.17K
PWMG
1094
Private Wealth Management Group
New Jersey
$4.91K
CFD
1095
Creative Financial Designs
Indiana
$4.91K +$2.33K +9 +90%
AWM
1096
Activest Wealth Management
Florida
$4.65K +$4.39K +17 +1,700%
MFT
1097
Moisand Fitzgerald Tamayo
Florida
$4.39K
GFPC
1098
Global Financial Private Client
Florida
$4.39K +$2.33K +9 +113%
BI
1099
Binnacle Investments
Iowa
$4.39K +$4.39K +17 New
MSWM
1100
Mowery & Schoenfeld Wealth Management
Illinois
$4.14K -$517 -2 -11%