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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
TAM
176
Tocqueville Asset Management
New York
$15.5M
Toronto Dominion Bank
177
Toronto Dominion Bank
Ontario, Canada
$15.2M
GD
178
Grandfield & Dodd
New York
$15.2M
Janney Montgomery Scott
179
Janney Montgomery Scott
Pennsylvania
$15M
WJWM
180
Williams Jones Wealth Management
New York
$14.9M
Korea Investment Corp
181
Korea Investment Corp
South Korea
$14.6M
SAM
182
Scopus Asset Management
New York
$14.4M
Susquehanna International Group
183
Susquehanna International Group
Pennsylvania
$14.3M
HBCM
184
Heron Bay Capital Management
Michigan
$14.2M
SSA
185
Schonfeld Strategic Advisors
New York
$14.2M
IP
186
Isthmus Partners
Wisconsin
$14.1M
KeyBank National Association
187
KeyBank National Association
Ohio
$14M
MSV
188
MN Services Vermogensbeheer
Netherlands
$14M
LI
189
LMCG Investments
Massachusetts
$13.9M
CWP
190
Core Wealth Partners
California
$13.8M
Qube Research & Technologies (QRT)
191
Qube Research & Technologies (QRT)
United Kingdom
$13.7M
KK
192
KLP Kapitalforvaltning
Norway
$13.6M
Daiwa Securities Group
193
Daiwa Securities Group
Japan
$13M
Russell Investments Group
194
Russell Investments Group
United Kingdom
$12.9M
RAM
195
Resona Asset Management
Japan
$12.8M
BCB
196
Brian C. Broderick
$12.6M
State of New Jersey Common Pension Fund D
197
State of New Jersey Common Pension Fund D
New Jersey
$12.6M
Wealth Enhancement Advisory Services
198
Wealth Enhancement Advisory Services
Minnesota
$12.5M
Teacher Retirement System of Texas
199
Teacher Retirement System of Texas
Texas
$12.3M
Bank Julius Baer & Co
200
Bank Julius Baer & Co
Switzerland
$12.2M