Rockwell Automation
1,534 hedge funds and large institutions have $48.7B invested in Rockwell Automation in 2026 Q2 according to their latest regulatory filings, with 225 funds opening new positions, 576 increasing their positions, 439 reducing their positions, and 92 closing their positions.
145% more first-time investments, than exits
New positions opened: 225 | Existing positions closed: 92
71% more call options, than puts
Call options by funds: $381M | Put options by funds: $223M
64% more funds holding in top 10
Funds holding in top 10: 14 → 23 (+9)
42% more capital invested
Capital invested by funds: $34.4B → $48.7B (+$14.4B)
31% more repeat investments, than reductions
Existing positions increased: 576 | Existing positions reduced: 439
8% more funds holding
Funds holding: 1,420 → 1,534 (+114)
3.58% more ownership
Funds ownership: 85.32% → 88.9% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JP Morgan Chase
New York
|
+$440M |
| 2 |
BlackRock
New York
|
+$204M |
| 3 |
American Century Companies
Kansas City,
Missouri
|
+$133M |
| 4 |
State Street
Boston,
Massachusetts
|
+$116M |
| 5 |
Nordea Investment Management
Stockholm,
Sweden
|
+$114M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$149M |
| 2 |
AM
AGF Management
Toronto,
Ontario, Canada
|
-$98.7M |
| 3 |
Holocene Advisors
New York
|
-$87.7M |
| 4 |
Millennium Management
New York
|
-$86.7M |
| 5 |
OTPPB
Ontario Teachers' Pension Plan Board
Toronto,
Ontario, Canada
|
-$75.3M |
ROK Hedge Fund Activity: Q2 2026 in Review
1,534 of the 8,305 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q2 2026, worth a combined $48.7B — up 42% from $34.4B a quarter earlier.
Buyers outnumbered sellers: 225 funds opened new ROK positions and 92 closed out — a net gain of 133 holders — while 576 added to existing stakes and 439 trimmed.
The largest buyer was JP Morgan Chase, adding an estimated $440M. The largest seller was Balyasny Asset Management, cutting an estimated $149M.
- 1,534 institutional investors held Rockwell Automation (ROK) as of Q2 2026, up from 1,420 in Q1 2026.
- Funds reported $48.7B of Rockwell Automation stock for Q2 2026, up 42% quarter-over-quarter.
- 225 funds opened new Rockwell Automation positions in Q2 2026 and 92 closed out, a net change of +133 holders.
- The largest Rockwell Automation buyer in Q2 2026 was JP Morgan Chase, an estimated $440M added.
- The largest Rockwell Automation seller in Q2 2026 was Balyasny Asset Management, an estimated $149M sold.
Based on aggregated 13F filings for Q2 2026.