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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
KL
301
KWMG LLC
Kansas
$7.9M +$157K +398 +2%
Wealth Enhancement Advisory Services
302
Wealth Enhancement Advisory Services
Minnesota
$7.83M +$4.56M +11,557 +33%
YIH
303
Y-Intercept (HK)
Hong Kong
$7.82M -$1.71M -4,342 -17%
GLF
304
Groupe la Francaise
France
$7.8M +$7.94M +20,115 +1,242%
FDCDDQ
305
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.79M +$591K +1,498 +7%
LSA
306
L & S Advisors
California
$7.78M -$770K -1,950 -8%
Jones Financial Companies
307
Jones Financial Companies
Missouri
$7.72M +$3.82M +9,680 +79%
IB
308
Iyo Bank
Japan
$7.66M
AG
309
AIA Group
Hong Kong
$7.62M +$367K +931 +5%
X
310
Xponance
Pennsylvania
$7.61M +$1.12M +2,846 +16%
AB
311
Amalgamated Bank
New York
$7.54M -$154K -389 -2%
Mercer Global Advisors
312
Mercer Global Advisors
Colorado
$7.52M +$784K +1,988 +10%
EI
313
Ethic Inc
New York
$7.49M +$923K +2,339 +13%
SBWIC
314
Schaper Benz & Wise Investment Counsel
Wisconsin
$7.4M -$18.9K -48 -0.2%
TE
315
Tema ETFs
New York
$7.39M -$3.65M -9,239 -31%
AUB
316
Atlantic Union Bankshares
Virginia
$7.39M +$2.44M +6,186 +43%
NSUP
317
NLB Skladi upravljanje premozenja
$7.38M +$288K +730 +4%
ProShare Advisors
318
ProShare Advisors
Maryland
$7.38M -$142K -361 -2%
TCM
319
Telos Capital Management
California
$7.37M +$207K +524 +3%
Northwestern Mutual Wealth Management
320
Northwestern Mutual Wealth Management
Wisconsin
$7.3M +$908K +2,300 +13%
DWT
321
Dorsey & Whitney Trust
South Dakota
$7.28M -$1.65M -4,188 -17%
PCIA
322
Prime Capital Investment Advisors
Kansas
$7.15M +$169K +428 +2%
Bank of Nova Scotia
323
Bank of Nova Scotia
Ontario, Canada
$7.09M +$861K +2,181 +12%
NC
324
Nicholas Company
Wisconsin
$7.05M
AAB
325
ABN AMRO Bank
Netherlands
$7.03M -$992K -2,513 -11%