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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
TFA
1151
Transamerica Financial Advisors
Florida
$18.4K
ITIM
1152
Indiana Trust & Investment Management
Indiana
$17.6K
WWM
1153
Wolff Wiese Magana
California
$16.9K
PAI
1154
Pittenger & Anderson Inc
Nebraska
$16.9K
RAM
1155
Riggs Asset Management
Pennsylvania
$16.9K
DRP
1156
Decker Retirement Planning
Utah
$16.9K
MAM
1157
Morse Asset Management
Connecticut
$16.6K
MWM
1158
Mascoma Wealth Management
New Hampshire
$16.6K
AG
1159
AmeriFlex Group
Nevada
$16.3K
GKIM
1160
GW&K Investment Management
Massachusetts
$16K
RFS
1161
Richardson Financial Services
Massachusetts
$15.9K
AIC
1162
Archer Investment Corporation
Indiana
$15.9K
IHWM
1163
Iron Horse Wealth Management
Iowa
$14.9K
SFA
1164
Semmax Financial Advisors
North Carolina
$14.7K
MCM
1165
Manchester Capital Management
Vermont
$14K
FFO
1166
Fortitude Family Office
Arizona
$14K
NEWAS
1167
N.E.W. Advisory Services
Wisconsin
$13.6K
WA
1168
WPG Advisers
Maryland
$13.6K
OCM
1169
Orion Capital Management
California
$13.4K
CAL
1170
Capital Advisors Ltd
Ohio
$13K
FMP
1171
Financial Management Professionals
Texas
$13K
GWSG
1172
GPS Wealth Strategies Group
Colorado
$13K
PAG
1173
Paladin Advisory Group
Iowa
$12.3K
BWL
1174
Bogart Wealth LLC
Virginia
$11.6K
TPWA
1175
Twin Peaks Wealth Advisors
California
$11.6K