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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
AW
1201
Avion Wealth
Texas
$5K
MAM
1202
Meeder Asset Management
Ohio
$4.98K
DWM
1203
Dogwood Wealth Management
Kansas
$4.73K
SN
1204
Sittner & Nelson
Oregon
$4.65K
CIAS
1205
CBIZ Investment Advisory Services
Ohio
$4.65K
AWM
1206
Abound Wealth Management
Tennessee
$4.33K
RI
1207
Ridgewood Investments
New Jersey
$4.15K
HFS
1208
Hantz Financial Services
Michigan
$4K
S
1209
Sachetta
Massachusetts
$3.99K
AA
1210
Addison Advisors
Vermont
$3.99K
JGIA
1211
Jackson Grant Investment Advisers
Connecticut
$3.99K
FG
1212
Fairman Group
Pennsylvania
$3.99K
PWMG
1213
Private Wealth Management Group
New Jersey
$3.65K
RF
1214
Rossby Financial
Florida
$3.32K
TWD
1215
True Wealth Design
Ohio
$3.32K
TIM
1216
Tortoise Investment Management
New York
$3.32K
RS
1217
Rakuten Securities
Japan
$3.32K
DWA
1218
Delos Wealth Advisors
Texas
$3.32K
DF
1219
Dunhill Financial
United Kingdom
$3.29K
CPG
1220
Cornerstone Planning Group
New Jersey
$3.11K
SC
1221
Sawyer & Company
Massachusetts
$3K
CSC
1222
Caldwell Sutter Capital
California
$2.99K
T
1223
Transce3nd
Texas
$2.99K
PA
1224
Pineridge Advisors
Missouri
$2.99K
CAC
1225
Core Alternative Capital
Georgia
$2.66K