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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
OBAM
376
ODDO BHF Asset Management
France
$4.71M +$5.18M +13,114 New
BHCM
377
Brevan Howard Capital Management
Jersey
$4.68M -$134K -339 -3%
CIBC World Market
378
CIBC World Market
Ontario, Canada
$4.66M +$140K +354 +3%
OPERF
379
Oregon Public Employees Retirement Fund
Oregon
$4.62M
SC
380
Scotia Capital
Ontario, Canada
$4.54M +$1.14M +2,879 +29%
MSK
381
Melissa S. Kampmann
$4.42M -$21.3K -54 -0.4%
SC
382
Searle & Co
Connecticut
$4.41M
FT
383
Fiduciary Trust
Massachusetts
$4.32M -$9.08K -23 -0.2%
M&T Bank
384
M&T Bank
New York
$4.3M -$343K -868 -7%
Cambridge Investment Research Advisors
385
Cambridge Investment Research Advisors
Iowa
$4.3M -$599K -1,519 -11%
YCM
386
Yousif Capital Management
Michigan
$4.29M -$144K -365 -3%
MOACM
387
Mutual of America Capital Management
New York
$4.29M -$41.8K -106 -0.9%
ECM
388
Everence Capital Management
Indiana
$4.19M
OAC
389
OMERS Administration Corp
Ontario, Canada
$4.19M +$988K +2,504 +27%
BFIC
390
Bedell Frazier Investment Counselling
California
$4.17M -$7.5K -19 -0.2%
WAM
391
Weatherly Asset Management
California
$4.15M +$395 +1 +0%
SAM
392
Smithbridge Asset Management
Pennsylvania
$4.14M -$4.59M -11,635 -50%
MAM
393
Madison Asset Management
Wisconsin
$4.13M -$3.94M -9,978 -46%
NED
394
Nancy E. Dempze
$4.06M -$46.6K -118 -1%
OAM
395
OP Asset Management
$4.05M -$439K -1,112 -9%
SOADOR
396
State of Alaska Department of Revenue
Alaska
$4.01M
RCMU
397
Rokos Capital Management (UK)
United Kingdom
$3.94M +$4.33M +10,970 New
KBC Group
398
KBC Group
Belgium
$3.91M +$56.8K +144 +1%
AC
399
Allstate Corporation
Illinois
$3.85M +$961K +2,436 +29%
FDP
400
Financiere des Professionnels
Quebec, Canada
$3.8M +$4.18M +10,600 New