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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 %
Capstone Investment Advisors
1201
Capstone Investment Advisors
New York
-$568K -1,987 Closed
CAM
1202
Claret Asset Management
Quebec, Canada
-$552K -1,933 Closed
LCM
1203
Laurion Capital Management
New York
-$546K -1,911 Closed
OWA
1204
Octavia Wealth Advisors
Ohio
-$538K -1,884 Closed
RCM
1205
Regency Capital Management
Hawaii
-$480K -1,680 Closed
SF
1206
Symphony Financial
Texas
-$471K -1,619 Closed
CJL
1207
Cyrus J. Lawrence
New York
-$416K -1,458 Closed
KAM
1208
Kraft Asset Management
Tennessee
-$402K -1,456 Closed
AWF
1209
Alpha Wealth Funds
Utah
-$387K -1,354 Closed
EP
1210
Edgestream Partners
New Jersey
-$377K -1,320 Closed
QFMHK
1211
Q Fund Management (Hong Kong)
-$372K -1,300 Closed
GS
1212
GTS Securities
New York
-$370K -1,295 Closed
HCA
1213
Harbor Capital Advisors
Illinois
-$350K -1,225 Closed
CAM
1214
Cidel Asset Management
Ontario, Canada
-$348K -1,216 Closed
CRC
1215
Curi RMB Capital
Illinois
-$347K -1,215 Closed
CFM
1216
Catalyst Funds Management
Australia
-$343K -1,200 Closed
BBP
1217
Banco BTG Pactual
Brazil
-$337K -1,200 Closed
Cohen & Steers
1218
Cohen & Steers
New York
-$336K -1,174 Closed
MOS
1219
MGO One Seven
Ohio
-$301K -1,053 Closed
SB
1220
Simmons Bank
Arkansas
-$295K -1,031 Closed
BWP
1221
BSW Wealth Partners
Colorado
-$294K -1,029 Closed
WP
1222
WMS Partners
Maryland
-$294K -1,027 Closed
VV
1223
Verity & Verity
South Carolina
-$291K -1,017 Closed
CIAS
1224
Capital Investment Advisory Services
North Carolina
-$288K -1,008 Closed
NP
1225
NorthRock Partners
Minnesota
-$273K -954 Closed