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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
LA
1301
Legacy Advisors
Pennsylvania
IC
1302
Inscription Capital
Texas
IA
1303
Integrity Alliance
Iowa
SFC
1304
Strategic Financial Concepts
Texas
FMLI
1305
Fukoku Mutual Life Insurance
Japan
PP
1306
Paloma Partners
Connecticut
TL
1307
Tradewinds LLC
North Carolina
KLCM
1308
KG&L Capital Management
Louisiana
LW
1309
Linscomb Wealth
Texas
CCT
1310
Capital City Trust
Florida
MCP
1311
Militia Capital Partners
Nevada
CAWM
1312
Capital A Wealth Management
Pennsylvania
JSAM
1313
J. Safra Asset Management
New York
WT
1314
Washington Trust
Rhode Island
EI
1315
eCIO Inc
Wisconsin
ACM
1316
Aster Capital Management
United Arab Emirates
AIP
1317
Arrowpoint Investment Partners
Singapore
QC
1318
Quent Capital
New York
CA
1319
Continuum Advisory
Idaho
VIS
1320
Vega Investment Solutions
France
EDRH
1321
Edmond de Rothschild Holding
Switzerland
RTC
1322
Riverview Trust Company
Washington
IRC
1323
Investors Research Corp
Georgia
WPA
1324
West Paces Advisors
Georgia
AT
1325
Avalon Trust
New Mexico