We are live on ! Find out more
ROK icon

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
LIP
276
Lighthouse Investment Partners
Florida
$9.45M +$5.04M +12,780 +94%
BCWM
277
Bartlett & Co Wealth Management
Ohio
$9.44M -$1.79M -4,547 -16%
COPPSERS
278
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$9.39M +$22.5K +57 +0.2%
MJP
279
Michael J. Puzo
$9.36M -$309K -782 -3%
Credit Agricole
280
Credit Agricole
France
$9.33M -$5.98M -15,152 -37%
II
281
IFM Investors
Australia
$9.32M +$412K +1,045 +4%
DRD
282
Dennis R. Delaney
$9.28M +$3.02M +7,645 +42%
FMI
283
F/M Investments
District of Columbia
$9.27M +$10.2M +25,821 New
PP
284
Prudential plc
United Kingdom
$9.2M -$4.17M -10,557 -29%
MAM
285
Meeder Asset Management
Ohio
$9.19M +$9.6M +24,330 +1,886%
NAM
286
NorthCrest Asset Manangement
Minnesota
$9.02M -$3.14M -7,946 -24%
AV
287
ASR Vermogensbeheer
Netherlands
$8.95M +$188K +476 +2%
1832 Asset Management
288
1832 Asset Management
Ontario, Canada
$8.78M +$9.65M +24,465 New
D
289
Drystone
Virginia
$8.78M -$14.6K -37 -0.2%
Retirement Systems of Alabama
290
Retirement Systems of Alabama
Alabama
$8.56M -$9.47K -24 -0.1%
LWCFA
291
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$8.48M -$263K -667 -3%
SWK
292
Stephen W. Kidder
$8.43M -$61.2K -155 -0.7%
EI
293
EFG International
$8.33M -$1.87M -4,747 -17%
UIM
294
USS Investment Management
United Kingdom
$8.18M
USCWA
295
U.S. Capital Wealth Advisors
Texas
$8.11M +$7.87M +19,934 +749%
Assenagon Asset Management
296
Assenagon Asset Management
Luxembourg
$8.06M -$136M -344,515 -94%
LRPA
297
L. Roy Papp & Associates
Arizona
$8.03M -$36.3K -92 -0.4%
RT
298
Rockland Trust
Massachusetts
$7.99M -$216K -548 -2%
MLIC
299
Mandatum Life Insurance Company
Finland
$7.97M +$1.85M +4,700 +27%
LGF
300
LGT Group Foundation
Liechtenstein
$7.96M +$401K +1,017 +5%