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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, 380 increasing their positions, 468 reducing their positions, and 86 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:

2.65% more ownership

Funds ownership: 80.37%83.02% (+2.6%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

19% less repeat investments, than reductions

Existing positions increased: 380 | Existing positions reduced: 468

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
OLVIG
1176
Oliver Lagore Vanvalin Investment Group
Michigan
$10.3K
KIM
1177
Kestra Investment Management
Texas
$10.1K
GWP
1178
Gen-Wealth Partners
Michigan
$9.96K
KWM
1179
Kiker Wealth Management
Georgia
$9.96K
CFS
1180
Compass Financial Services
Iowa
$9.92K
Fuller & Thaler Asset Management
1181
Fuller & Thaler Asset Management
California
$9.63K
MEG
1182
Millstone Evans Group
Colorado
$9.3K
TIM
1183
Total Investment Management
Arizona
$9.3K
GWM
1184
Geneos Wealth Management
Colorado
$8.3K
HHMI
1185
Howard Hughes Medical Institute
Maryland
$7.97K
HIA
1186
Harbor Investment Advisory
Maryland
$7.31K
UCB
1187
United Community Bank
South Carolina
$7.31K
CAL
1188
Capital Analysts LLC
Pennsylvania
$7K
CFD
1189
Creative Financial Designs
Indiana
$6.98K
CCM
1190
Chilton Capital Management
Texas
$6.64K
BWAM
1191
Boyd Watterson Asset Management
Ohio
$6.64K
OAJ
1192
Ogorek Anthony Joseph
New York
$6K
BI
1193
Binnacle Investments
Iowa
$5.98K
BFS
1194
Bare Financial Services
Pennsylvania
$5.98K
MFT
1195
Moisand Fitzgerald Tamayo
Florida
$5.65K
SVCP
1196
Silicon Valley Capital Partners
California
$5.65K
SO
1197
Sierra Ocean
California
$5.34K
MSWM
1198
Mowery & Schoenfeld Wealth Management
Illinois
$5.32K
SC
1199
Solstein Capital
California
$5.32K
TSMHT
1200
Thurston Springer Miller Herd & Titak
Indiana
$5.31K