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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 %
MCA
1101
Maryland Capital Advisors
Maryland
$4.14K
TSMHT
1102
Thurston Springer Miller Herd & Titak
Indiana
$4.13K
AW
1103
Avion Wealth
Texas
$4K
TC
1104
Truvestments Capital
Florida
$3.88K +$3.88K +15 New
SN
1105
Sittner & Nelson
Oregon
$3.62K
FG
1106
Fairman Group
Pennsylvania
$3.43K
AWM
1107
Abound Wealth Management
Tennessee
$3.37K -$1.04K -4 -24%
RI
1108
Ridgewood Investments
New Jersey
$3.23K
JGIA
1109
Jackson Grant Investment Advisers
Connecticut
$3.1K
SIC
1110
SJS Investment Consulting
Ohio
$3.1K
HFS
1111
Hughes Financial Services
Virginia
$2.59K +$2.59K +10 New
AF
1112
Atala Financial
California
$2.58K
TWD
1113
True Wealth Design
Ohio
$2.58K +$1.03K +4 +67%
RF
1114
Rossby Financial
Florida
$2.48K +$2.48K +10 New
SIC
1115
Salem Investment Counselors
North Carolina
$2.33K -$258 -1 -10%
BWM
1116
Bernard Wealth Management
Michigan
$2.33K +$2.33K +9 New
CWC
1117
Carolinas Wealth Consulting
North Carolina
$2.33K -$258 -1 -10%
T
1118
Transce3nd
Texas
$2.33K
CSC
1119
Caldwell Sutter Capital
California
$2.33K
CPG
1120
Cornerstone Planning Group
New Jersey
$2.16K +$1.2K +5 +125%
WCM
1121
WealthTrak Capital Management
Virginia
$2.07K
HCP
1122
Hexagon Capital Partners
Arkansas
$2.07K -$1.03K -4 -33%
CAC
1123
Core Alternative Capital
Georgia
$2.07K
AIM
1124
Anchor Investment Management
South Carolina
$1.81K
HCM
1125
Hollencrest Capital Management
California
$1.81K