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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
BCM
426
Buckhead Capital Management
Georgia
$3.06M -$220K -557 -6%
GT
427
Greenleaf Trust
Michigan
$3.06M -$85.2K -216 -2%
CPCPP
428
Canada Post Corporation Pension Plan
Canada
$3.03M +$1.35M +3,409 +68%
JSSH
429
J. Safra Sarasin Holding
$3.02M +$2.03M +5,144 +156%
TWC
430
TD Waterhouse Canada
Ontario, Canada
$3.02M -$57.6K -146 -2%
Fayez Sarofim & Co
431
Fayez Sarofim & Co
Texas
$2.99M -$23.7K -60 -0.7%
Simplex Trading
432
Simplex Trading
Illinois
$2.99M +$68.7K +174 +2%
EAM
433
Eukles Asset Management
Ohio
$2.97M -$520K -1,317 -14%
FC
434
Farringdon Capital
United Kingdom
$2.96M +$1.63M +4,125 +100%
VWM
435
VCI Wealth Management
Missouri
$2.92M -$124K -314 -4%
CAM
436
Cresset Asset Management
Illinois
$2.9M -$642K -1,626 -17%
IMCOOI
437
Investment Management Corp of Ontario (IMCO)
Canada
$2.89M -$104K -264 -3%
PCM
438
Polymer Capital Management
New York
$2.87M +$281K +713 +10%
Lido Advisors
439
Lido Advisors
California
$2.87M -$468K -1,185 -13%
SP
440
SIH Partners
Delaware
$2.83M +$3.11M +7,889 New
ZIM
441
Zacks Investment Management
Illinois
$2.83M +$887K +2,248 +40%
VVP
442
Venture Visionary Partners
Ohio
$2.8M +$52.5K +133 +2%
VA
443
Vident Advisory
Georgia
$2.78M +$532K +1,347 +21%
KPPF
444
Klein Pavlis & Peasley Financial
California
$2.76M +$191K +483 +7%
SGAM
445
Smith Group Asset Management
Texas
$2.74M -$52.9K -134 -2%
Pacer Advisors
446
Pacer Advisors
Pennsylvania
$2.69M -$1.26M -3,200 -30%
STA
447
Summit Trail Advisors
New York
$2.69M +$1.3M +3,284 +78%
SC
448
Slow Capital
California
$2.65M +$953K +2,416 +49%
CBUSF
449
Construction & Building Unions Superannuation Fund
Australia
$2.63M +$253K +640 +10%
Rafferty Asset Management
450
Rafferty Asset Management
New York
$2.63M -$1.06M -2,684 -27%