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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 %
EAM
151
Eventide Asset Management
Massachusetts
$13M +$13M +50,195 New
TC
152
Tenere Capital
New York
$12.9M +$1.92M +7,415 +17%
Swedbank
153
Swedbank
Sweden
$12.9M -$25.9M -100,238 -67%
WJWM
154
Williams Jones Wealth Management
New York
$12.7M -$1.72M -6,675 -12%
NIM
155
NEOS Investment Management
Connecticut
$12.7M +$2.96M +11,468 +31%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$12.6M +$2.59M +10,023 +26%
CWM
157
Cabot Wealth Management
Massachusetts
$12.5M +$168K +649 +1%
SC
158
SouthState Corp
Florida
$12.4M +$428K +1,656 +4%
PGFC
159
Peapack-Gladstone Financial Corp
New Jersey
$12.3M -$35.1K -136 -0.3%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$12.2M -$1.05M -4,053 -8%
TAM
161
Thematics Asset Management
France
$12.2M -$237K -916 -2%
Man Group
162
Man Group
United Kingdom
$12.1M -$400K -1,548 -3%
Asset Management One
163
Asset Management One
Japan
$12.1M +$257K +994 +2%
RB
164
Rodgers Brothers
Pennsylvania
$12M +$34.4K +133 +0.3%
GD
165
Grandfield & Dodd
New York
$11.7M +$216K +837 +2%
Balyasny Asset Management
166
Balyasny Asset Management
Illinois
$11.7M +$10.1M +39,220 +641%
BCB
167
Brian C. Broderick
$11.6M -$23.8K -92 -0.2%
HighTower Advisors
168
HighTower Advisors
Illinois
$11.5M -$15.7M -60,910 -58%
Caisse de Depot et Placement du Quebec (CDPQ)
169
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$11.4M +$11.4M +44,306 New
LI
170
LMCG Investments
Massachusetts
$11.4M -$503K -1,947 -4%
HBCM
171
Heron Bay Capital Management
Michigan
$11.2M -$138K -534 -1%
KeyBank National Association
172
KeyBank National Association
Ohio
$11.1M -$428K -1,656 -4%
IP
173
Isthmus Partners
Wisconsin
$11.1M +$308K +1,192 +3%
DZ Bank
174
DZ Bank
Germany
$11M +$148K +571 +1%
TE
175
Tema ETFs
New York
$10.9M +$2.64M +10,215 +32%