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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
Pathstone Holdings
326
Pathstone Holdings
New Jersey
$6.88M +$17.8K +45 +0.2%
SCM
327
Silvant Capital Management
Georgia
$6.82M +$276K +700 +4%
OSAM
328
O'Shaughnessy Asset Management
Connecticut
$6.73M +$1.71M +4,340 +30%
URS
329
Utah Retirement Systems
Utah
$6.6M -$92.3K -234 -1%
SI
330
Stephens Inc
Arkansas
$6.57M -$1.79M -4,529 -20%
Public Sector Pension Investment Board (PSP Investments)
331
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.5M +$1.4M +3,544 +24%
ACIM
332
Azimuth Capital Investment Management
Michigan
$6.49M -$141K -357 -2%
MGP
333
M&G plc
United Kingdom
$6.47M -$63.1K -160 -0.9%
MCM
334
MAI Capital Management
Ohio
$6.44M -$441K -1,117 -6%
IG
335
ING Group
Netherlands
$6.38M +$3.27M +8,281 +87%
SA
336
Sanctuary Advisors
Indiana
$6.37M +$323K +819 +5%
LJHT
337
Laurie J. Hall Trustee
$6.35M +$63.1K +160 +0.9%
PFSRSONJ
338
Police & Firemen's Retirement System of New Jersey
New Jersey
$6.26M +$13.8K +35 +0.2%
IMPI
339
Ilmarinen Mutual Pension Insurance
Finland
$6.1M +$6.71M +17,000 New
SWA
340
Stratos Wealth Advisors
Ohio
$6.03M +$373K +944 +6%
FAT
341
First American Trust
California
$6.02M -$2.58M -6,535 -28%
NYLIM
342
New York Life Investment Management
New York
$6.02M +$175K +444 +3%
VPIM
343
Vanguard Personalized Indexing Management
California
$6M -$71.4K -181 -1%
SMDAM
344
Sumitomo Mitsui DS Asset Management
Japan
$5.99M +$93.5K +237 +1%
LA
345
LBP AM
France
$5.9M -$12.2M -30,805 -65%
SAM
346
Sompo Asset Management
Japan
$5.89M -$1.34M -3,384 -17%
Squarepoint
347
Squarepoint
New York
$5.85M -$26.7M -67,749 -81%
RIM
348
Rakuten Investment Management
Japan
$5.81M +$751K +1,902 +13%
MIM
349
Morningstar Investment Management
Illinois
$5.81M +$1.64M +4,168 +35%
RAM
350
Robinhood Asset Management
California
$5.79M +$6.36M +16,124 New