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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
NECFA
1076
New England Capital Financial Advisors
Connecticut
$83.1K
WSCM
1077
Wellington Shields Capital Management
New York
$83K
HBW
1078
Hazlett, Burt & Watson
West Virginia
$83K
LWA
1079
Lowe Wealth Advisors
Maryland
$82.4K
JFGIW
1080
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$81.4K
IBOK
1081
Independence Bank of Kentucky
Kentucky
$76.4K
HFM
1082
Harvest Fund Management
China
$76K
BIM
1083
Breakwater Investment Management
Washington
$75.1K
HC
1084
Hoese & Co
Minnesota
$74.7K
WPA
1085
Wealth Preservation Advisors
Tennessee
$71.1K
HWM
1086
Hemington Wealth Management
Virginia
$71K
PGAM
1087
Princeton Global Asset Management
New Jersey
$68.4K
BLC
1088
Brown, Lisle/Cummings
Rhode Island
$66.4K
ATC
1089
Advantage Trust Company
Kansas
$66.4K
ZBNA
1090
Zions Bancorporation, National Association
Utah
$64.4K
CSPIA
1091
Cary Street Partners Investment Advisory
Virginia
$59.8K
API
1092
Asset Planning Inc
California
$57.5K
OP
1093
ORG Partners
Indiana
$56.2K
SWM
1094
Spire Wealth Management
Virginia
$55.9K
AWM
1095
Accredited Wealth Management
Kentucky
$54.8K
TFIPS
1096
Towarzystwo Funduszy Inwestycyjnych PZU SA
$54.8K
BOJHT
1097
Bank of Jackson Hole Trust
Wyoming
$53.5K
MCA
1098
Maryland Capital Advisors
Maryland
$51.2K
OPTFSNA
1099
Old Point Trust & Financial Services N A
Virginia
$51.2K
AI
1100
AdvisorShares Investments
Maryland
$49.8K