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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
MIG
351
McGuire Investment Group
Rhode Island
$5.67M -$28.4K -72 -0.5%
NIM
352
NEOS Investment Management
Connecticut
$5.49M -$11M -27,975 -65%
NME
353
Notis-McConarty Edward
$5.49M -$75K -190 -1%
EMPI
354
Elo Mutual Pension Insurance
Finland
$5.41M +$5.95M +15,066 New
SBFM
355
S-Bank Fund Management
Finland
$5.37M +$1.18M +3,000 +25%
EMB
356
Elefante Mark B
$5.26M +$770K +1,950 +15%
AWP
357
Ascent Wealth Partners
New York
$5.25M +$301K +763 +6%
SAM
358
Silvercrest Asset Management
New York
$5.24M +$4.92M +12,464 +585%
BFA
359
Bill Few Associates
Pennsylvania
$5.15M +$68.7K +174 +1%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
360
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.15M +$3.91M +9,919 +224%
PFPG
361
Pinnacle Financial Partners (Georgia)
Georgia
$5.14M -$112K -285 -2%
WCM
362
Whitener Capital Management
North Carolina
$5.13M -$222K -562 -4%
FMII
363
Farmers & Merchants Investments Inc
Nebraska
$5.11M -$293K -743 -5%
LPU
364
Lansdowne Partners (UK)
United Kingdom
$5.04M -$6.72M -17,020 -55%
CGH
365
Crossmark Global Holdings
Texas
$5.02M +$28.8K +73 +0.5%
SFA
366
Sequoia Financial Advisors
Ohio
$5M -$27.6K -70 -0.5%
ACG
367
Aventail Capital Group
New York
$4.99M +$5.48M +13,899 New
TAM
368
Trillium Asset Management
Massachusetts
$4.87M +$4.4M +11,161 +426%
RWA
369
Roberts Wealth Advisors
California
$4.86M +$232K +587 +5%
Janus Henderson Group
370
Janus Henderson Group
United Kingdom
$4.85M -$8.8M -22,302 -62%
VF
371
Virtu Financial
New York
$4.82M +$898K +2,276 +20%
Mackenzie Financial
372
Mackenzie Financial
Ontario, Canada
$4.77M -$53.9M -136,593 -91%
GT
373
Glenmede Trust
Pennsylvania
$4.77M -$67.1K -170 -1%
IEFM
374
IQ EQ Fund Management
Ireland
$4.77M -$671K -1,700 -11%
BFIM
375
Beese Fulmer Investment Management
Ohio
$4.76M +$29.6K +75 +0.6%