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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
AF
401
Alerus Financial
North Dakota
$3.8M -$1.63M -4,131 -28%
FPF
402
First Pacific Financial
Washington
$3.79M -$84.8K -215 -2%
Vontobel Holding
403
Vontobel Holding
Switzerland
$3.76M -$24.5K -62 -0.6%
PFM
404
Patton Fund Management
Texas
$3.76M +$3.91M +9,910 +1,751%
Grantham, Mayo, Van Otterloo & Co (GMO)
405
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$3.75M -$151K -382 -4%
BIM
406
Baldwin Investment Management
Pennsylvania
$3.72M -$1.97K -5 -0%
BHWM
407
Bar Harbor Wealth Management
New Hampshire
$3.69M +$39.1K +99 +1%
IWC
408
Integrated Wealth Concepts
Massachusetts
$3.65M +$1.37M +3,470 +52%
Group One Trading
409
Group One Trading
Illinois
$3.63M +$2.14M +5,416 +116%
MP
410
McDonald Partners
Ohio
$3.59M +$3.95M +10,000 New
EF
411
Empowered Funds
Pennsylvania
$3.58M +$3.94M +9,984 New
Macquarie Group
412
Macquarie Group
Australia
$3.52M -$545K -1,382 -12%
LFM
413
LGT Fund Management
Liechtenstein
$3.49M +$3.84M +9,720 New
BCI
414
Brinker Capital Investments
Pennsylvania
$3.43M -$1.67M -4,223 -31%
Wealthfront Advisers
415
Wealthfront Advisers
California
$3.35M +$21.3K +54 +0.6%
JG
416
Jain Global
New York
$3.34M +$3.35M +8,499 +1,035%
PAG
417
Private Advisor Group
New Jersey
$3.3M -$253K -642 -7%
WAM
418
Westport Asset Management
Connecticut
$3.23M
IGAM
419
iA Global Asset Management
Quebec, Canada
$3.19M +$3.51M +8,897 New
FRA
420
Front Row Advisors
California
$3.18M +$43.8K +111 +1%
TRSOTSOK
421
Teachers Retirement System of the State of Kentucky
Kentucky
$3.17M
ASN
422
Advisory Services Network
Georgia
$3.17M +$126K +319 +4%
IIM
423
INTECH Investment Management
Florida
$3.16M +$1.35M +3,413 +63%
GIBU
424
Gulf International Bank (UK)
United Kingdom
$3.11M +$1.23M +3,115 +56%
GIA
425
Guyasuta Investment Advisors
Pennsylvania
$3.09M