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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
PWMG
1101
Prestige Wealth Management Group
New Jersey
$49.2K
FIA
1102
FNY Investment Advisers
New York
$48K
GGI
1103
Godsey & Gibb Inc
Virginia
$46.5K
RL
1104
Rogco LP
Oklahoma
$46.2K
DWS
1105
Dynamic Wealth Strategies
California
$45.8K
GM
1106
GeoWealth Management
Illinois
$44.5K
FWA
1107
Flagship Wealth Advisors
Massachusetts
$44.2K
SIS
1108
Strategic Investment Solutions
Illinois
$42.9K
DMBA
1109
Deseret Mutual Benefit Administrators
Utah
$41.5K
PAM
1110
Parvin Asset Management
South Dakota
$41.5K
IAS
1111
IMA Advisory Services
Colorado
$41.5K
IWP
1112
IAG Wealth Partners
Wisconsin
$41.2K
TFG
1113
Team Financial Group
California
$40.3K
FGC
1114
Financial Gravity Companies
Texas
$39.9K
M
1115
MOTCO
Texas
$39.4K
LFA
1116
Legend Financial Advisors
Pennsylvania
$38.9K
SS
1117
SBI Securities
Japan
$38.5K
CW
1118
Cooksen Wealth
Texas
$37.9K
FP
1119
Financial Perspectives
Minnesota
$37.2K
CIAM
1120
Caitong International Asset Management
Hong Kong
$34.2K
CNBTD
1121
Citizens National Bank Trust Department
Mississippi
$33.2K
KOCAA
1122
Knights of Columbus Asset Advisors
Connecticut
$33.2K
RC
1123
Rexford Capital
Texas
$33.2K
TFGT
1124
TS Financial Group (TSFG)
Illinois
$33K
FUBT
1125
First United Bank & Trust
Maryland
$31.9K