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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 %
PC
1126
Promus Capital
Illinois
$1.81K
HWA
1127
HHM Wealth Advisors
Tennessee
$1.81K
HWP
1128
Highline Wealth Partners
California
$1.81K +$775 +3 +75%
DWM
1129
Dogwood Wealth Management
Kansas
$1.81K +$1.81K +7 New
PIM
1130
Plato Investment Management
Australia
$1.57K
TCA
1131
Trifecta Capital Advisors
Illinois
$1.55K
DJSG
1132
D.J. St. Germain
Massachusetts
$1.55K -$66.1K -256 -98%
TIM
1133
Tortoise Investment Management
New York
$1.55K
GP
1134
Greenline Partners
New York
$1.55K +$1.55K +6 New
CIA
1135
Cape Investment Advisory
Georgia
$1.29K
FW
1136
Fairway Wealth
Ohio
$1.29K
BFS
1137
Bare Financial Services
Pennsylvania
$1.29K +$1.29K +5 New
NL
1138
NVWM LLC
Pennsylvania
$1.03K +$517 +2 +100%
CIAS
1139
CBIZ Investment Advisory Services
Ohio
$1.03K +$1.03K +4 New
HFS
1140
Hantz Financial Services
Michigan
$1K +$200 +1 +25%
PWA
1141
Principia Wealth Advisory
Texas
$970 +$243 +1 +33%
WW
1142
Winnow Wealth
Texas
$911 +$228 +1 +33%
CA
1143
Crewe Advisors
Utah
$776 +$776 +3 New
RWM
1144
Rialto Wealth Management
New York
$776 +$776 +3 New
HHGA
1145
Halbert Hargrove Global Advisors
California
$776 +$776 +3 New
HC
1146
Hara Capital
Washington
$775 -$775 -3 -50%
RS
1147
Rakuten Securities
Japan
$775 -$258 -1 -25%
NWM
1148
Nova Wealth Management
Florida
$775
BHWM
1149
Bay Harbor Wealth Management
Maryland
$775 +$775 +3 New
AP
1150
Aspect Partners
Virginia
$517 -$1.55K -6 -75%