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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 %
PWMAG
1251
Pinnacle Wealth Management Advisory Group
New Jersey
-$209K -733 Closed
CT
1252
Chicago Trust
Illinois
-$207K -725 Closed
EBT
1253
Enterprise Bank & Trust
Massachusetts
-$206K -721 Closed
FFA
1254
Founders Financial Alliance
North Carolina
-$206K -720 Closed
RWM
1255
Ritholtz Wealth Management
New York
-$205K -719 Closed
IIC
1256
Ironwood Investment Counsel
Arizona
-$204K -714 Closed
PSCM
1257
Per Stirling Capital Management
Texas
-$203K -709 Closed
PFA
1258
Professional Financial Advisors
Nebraska
-$200K -700 Closed
BA
1259
Bellwether Advisors
Nebraska
-$158K -553 Closed
MFA
1260
McClarren Financial Advisors
Pennsylvania
-$144K -505 Closed
KBFS
1261
Kohmann Bosshard Financial Services
Ohio
-$126K -442 Closed
AWM
1262
Avior Wealth Management
Nebraska
-$126K -439 Closed
SC
1263
Steph & Co
Wisconsin
-$123K -431 Closed
CCA
1264
Catalyst Capital Advisors
New York
-$104K -363 Closed
MA
1265
Modus Advisors
Minnesota
-$90.3K -316 Closed
Group One Trading
1266
Group One Trading
Illinois
-$85.7K -300 Closed
HRC
1267
Hoertkorn Richard Charles
-$71.4K -250 Closed
CFGS
1268
Concourse Financial Group Securities
Alabama
-$65.3K -226 Closed
OSNBOA
1269
Old Second National Bank of Aurora
Illinois
-$57.4K -201 Closed
JFGIW
1270
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$56K -201 Closed
VHAM
1271
Van Hulzen Asset Management
California
-$57.2K -200 Closed
GCM
1272
GKV Capital Management
California
-$57.2K -200 Closed
MMG
1273
Monetary Management Group
Missouri
-$50K -175 Closed
EBA
1274
Eagle Bay Advisors
New York
-$45.4K -159 Closed
KC
1275
Knuff & Co
California
-$40.3K -141 Closed