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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
NWM
1226
Nova Wealth Management
Florida
$2.61K
SIC
1227
SJS Investment Consulting
Ohio
$2.33K
HWA
1228
HHM Wealth Advisors
Tennessee
$2.33K
RWM
1229
Rialto Wealth Management
New York
$2.33K
PWA
1230
Physician Wealth Advisors
Utah
$2.33K
HCM
1231
Hollencrest Capital Management
California
$2.33K
AIM
1232
Anchor Investment Management
South Carolina
$2.33K
PC
1233
Promus Capital
Illinois
$2.33K
TCA
1234
Trifecta Capital Advisors
Illinois
$1.99K
BHWM
1235
Bay Harbor Wealth Management
Maryland
$1.99K
SWIM
1236
Smallwood Wealth Investment Management
New Jersey
$1.99K
HWP
1237
Highline Wealth Partners
California
$1.66K
CIA
1238
Cape Investment Advisory
Georgia
$1.66K
FW
1239
Fairway Wealth
Ohio
$1.66K
KG
1240
Kilter Group
New York
$1.66K
DF
1241
DecisionPoint Financial
Arizona
$1.35K
NFSG
1242
Newbridge Financial Services Group
Florida
$1.33K
HFS
1243
Hughes Financial Services
Virginia
$1.31K
T
1244
TOBAM
France
$1K
WCM
1245
WealthTrak Capital Management
Virginia
$997
HC
1246
Hara Capital
Washington
$997
PWM
1247
Parkworth Wealth Management
California
$997
SRCM
1248
Signature Resources Capital Management
California
$997
AWM
1249
Atticus Wealth Management
Florida
$997
CTWM
1250
Cherry Tree Wealth Management
Minnesota
$665