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Rockwell Automation

1,413 hedge funds and large institutions have $34.4B invested in Rockwell Automation in 2026 Q1 according to their latest regulatory filings, with 147 funds opening new positions, 494 increasing their positions, 483 reducing their positions, and 130 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

13% more first-time investments, than exits

New positions opened: 147 | Existing positions closed: 130

8% more call options, than puts

Call options by funds: $380M | Put options by funds: $351M

2% more repeat investments, than reductions

Existing positions increased: 494 | Existing positions reduced: 483

0.35% more ownership

Funds ownership: 84.96%85.31% (+0.35%)

0% less funds holding

Funds holding: 1,4151,413 (-2)

7% less capital invested

Capital invested by funds: $37.1B → $34.4B (-$2.71B)

Holders
1,413
Holders Change
-2
Holders Change %
-0.14%
% of All Funds
17.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
147
Increased
494
Reduced
483
Closed
130
Calls
$380M
Puts
$351M
Net Calls
+$29.1M
Net Calls Change
-$103M
Name Holding Trade Value Shares
Change
Change in
Stake
DnB Asset Management
226
DnB Asset Management
Norway
$13.4M +$1.36M +3,454 +10%
BPC
227
Banque Pictet & Cie
Switzerland
$13.4M +$3.01M +7,640 +26%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$13.4M -$339K -858 -2%
American Century Companies
229
American Century Companies
Missouri
$13.4M -$9.3M -23,565 -39%
BCB
230
Brian C. Broderick
$13.2M +$293K +743 +2%
BCIM
231
British Columbia Investment Management
British Columbia, Canada
$13.2M -$1.74M -4,422 -11%
OA
232
Oak Associates
Ohio
$13.1M +$392K +993 +3%
Bank Julius Baer & Co
233
Bank Julius Baer & Co
Switzerland
$13M +$3.7M +9,387 +34%
LOAME
234
Lombard Odier Asset Management (Europe)
United Kingdom
$13M +$5.02M +12,727 +54%
FAF
235
Fjarde Ap-fonden
Sweden
$13M +$4.72M +11,960 +49%
LF
236
Lansforsakringar Fondforvaltning
Sweden
$12.9M -$8.94M -22,664 -39%
TAF
237
Tredje AP-fonden
Sweden
$12.8M +$14.1M +35,665 New
Fifth Third Bancorp
238
Fifth Third Bancorp
Ohio
$12.6M +$12M +30,421 +643%
Osaic Holdings
239
Osaic Holdings
Arizona
$12.6M -$1.54M -3,901 -10%
RAM
240
Resona Asset Management
Japan
$12.5M -$7.89K -20 -0.1%
Teacher Retirement System of Texas
241
Teacher Retirement System of Texas
Texas
$12.5M -$17.1M -43,330 -55%
ACP
242
Albar Capital Partners
United Kingdom
$12.4M +$13.7M +34,627 New
NA
243
NewEdge Advisors
Louisiana
$12.4M +$1.85M +4,696 +16%
P
244
PensionDanmark
Denmark
$12.3M +$683K +1,730 +5%
BBVA
245
Banco Bilbao Vizcaya Argentaria
Spain
$12.1M -$202K -511 -1%
CCWA
246
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$12M
TF
247
Talbot Financial
Washington
$11.9M +$285K +723 +2%
Toronto Dominion Bank
248
Toronto Dominion Bank
Ontario, Canada
$11.9M -$1.75M -4,424 -12%
AAM
249
Advisors Asset Management
Colorado
$11.6M +$2.16M +5,461 +20%
MKC
250
M. Kraus & Co
Vermont
$11.3M -$220K -557 -2%