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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 %
PAS
1226
Point72 Asia (Singapore)
Singapore
-$269K -942 Closed
BIAS
1227
Beacon Investment Advisory Services
New Jersey
-$248K -867 Closed
PPWM
1228
Paragon Private Wealth Management
Kentucky
-$247K -863 Closed
CFO
1229
Callan Family Office
Pennsylvania
-$246K -861 Closed
CFG
1230
Carr Financial Group
Massachusetts
-$240K -841 Closed
AWAG
1231
ARS Wealth Advisors Group
Florida
-$237K -830 Closed
EGA
1232
Eagle Global Advisors
Texas
-$235K -823 Closed
IPW
1233
Impact Partnership Wealth
Georgia
-$233K -816 Closed
RSWM
1234
Robertson Stephens Wealth Management
California
-$231K -809 Closed
CNC
1235
Citizens & Northern Corp
Pennsylvania
-$229K -800 Closed
CCG
1236
Catalina Capital Group
California
-$227K -793 Closed
CCT
1237
Chemung Canal Trust
New York
-$225K -788 Closed
Empower Advisory Group
1238
Empower Advisory Group
Colorado
-$224K -784 Closed
SC
1239
Sapient Capital
Indiana
-$223K -781 Closed
LIM
1240
Leavell Investment Management
Alabama
-$221K -772 Closed
CCMG
1241
Clark Capital Management Group
Pennsylvania
-$218K -764 Closed
BWFA
1242
Baltimore-Washington Financial Advisors
Maryland
-$218K -762 Closed
LIA
1243
LS Investment Advisors
Michigan
-$217K -760 Closed
ACM
1244
Andina Capital Management
Utah
-$215K -753 Closed
CCA
1245
Cobblestone Capital Advisors
New York
-$215K -753 Closed
FC
1246
Farringdon Capital
United Kingdom
-$215K -752 Closed
HL
1247
HeadInvest LLC
Maine
-$214K -750 Closed
HCM
1248
Howard Capital Management
Georgia
-$212K -743 Closed
B
1249
BetterWealth
California
-$211K -740 Closed
CWG
1250
Cornerstone Wealth Group
North Carolina
-$210K -734 Closed