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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
Nisa Investment Advisors
251
Nisa Investment Advisors
Missouri
$11.1M -$97.1K -246 -0.8%
VIM
252
Vinva Investment Management
Australia
$11M -$7.13M -18,064 -36%
CNB
253
Czech National Bank
Czech Republic
$11M +$393K +995 +3%
ASRS
254
Arizona State Retirement System
Arizona
$11M -$127K -323 -1%
VanEck Associates
255
VanEck Associates
New York
$11M +$1.19M +3,012 +11%
Cerity Partners
256
Cerity Partners
New York
$10.9M -$1.08M -2,728 -8%
FG
257
Foresight Group
United Kingdom
$10.9M -$969K -2,456 -7%
JGC
258
J. Goldman & Co
New York
$10.8M +$11.9M +30,192 New
Brown Advisory
259
Brown Advisory
Maryland
$10.7M +$49.3K +125 +0.4%
SOMRS
260
State of Michigan Retirement System
Michigan
$10.5M -$39.5K -100 -0.3%
AAIS
261
ABN AMRO Investment Solutions
$10.5M -$1.62M -4,098 -12%
DADC
262
D.A. Davidson & Co
Montana
$10.4M -$535K -1,355 -4%
PGA
263
Portland Global Advisors
Maine
$10.2M -$34.7K -88 -0.3%
KAS
264
Kestra Advisory Services
Texas
$10.1M +$343K +869 +3%
CLGM
265
Capitolis Liquid Global Markets
New York
$10M +$11M +27,981 New
KFS
266
Kurt F. Somerville
$9.91M -$6.51M -16,488 -37%
Fidelity International
267
Fidelity International
Bermuda
$9.82M -$21.8M -55,347 -67%
HI
268
Horizon Investments
North Carolina
$9.78M +$3.41M +8,645 +46%
SAM
269
Scopus Asset Management
New York
$9.77M -$6.85M -17,349 -39%
JC
270
Jacobs & Co
California
$9.77M -$180K -457 -2%
CIBC Asset Management
271
CIBC Asset Management
Ontario, Canada
$9.73M -$39.9K -101 -0.4%
BMSSC
272
B. Metzler seel. Sohn & Co
Germany
$9.73M -$2.13M -5,403 -17%
Two Sigma Investments
273
Two Sigma Investments
New York
$9.69M +$5.01M +12,707 +89%
WCM
274
Westend Capital Management
California
$9.66M +$266K +673 +3%
MIM
275
MetLife Investment Management
New Jersey
$9.57M -$273K -691 -3%