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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
RGC
451
Regents Gate Capital
United Kingdom
$2.62M +$2.89M +7,314 New
NB
452
Norinchukin Bank
Japan
$2.62M +$10.7K +27 +0.4%
EP
453
Edgestream Partners
New Jersey
$2.6M +$2.33M +5,897 +437%
MMEA
454
Main Management ETF Advisors
California
$2.56M +$2.81M +7,127 New
AG
455
Ascent Group
Virginia
$2.55M +$316K +802 +13%
SM
456
Sciencast Management
New Jersey
$2.54M +$2.8M +7,086 New
BP
457
BNP Paribas
France
$2.52M -$271K -688 -8%
NICM
458
Neo Ivy Capital Management
New York
$2.51M +$2.76M +6,984 New
P
459
&Partners
Tennessee
$2.5M +$395K +1,002 +17%
KIA
460
Knollwood Investment Advisory
Maryland
$2.49M
FC
461
FORA Capital
Florida
$2.49M +$2.74M +6,951 New
SWP
462
Stratos Wealth Partners
Ohio
$2.48M -$214K -542 -7%
BFA
463
Benedict Financial Advisors
Georgia
$2.47M -$22.1K -56 -0.8%
NWM
464
Northcape Wealth Management
New York
$2.45M -$328K -832 -11%
MSU
465
Mizuho Securities USA
New York
$2.44M -$545K -1,382 -17%
RP
466
Riverbridge Partners
Minnesota
$2.44M +$6.31K +16 +0.2%
HVIA
467
Hudson Valley Investment Advisors
New York
$2.43M -$472K -1,195 -15%
MGIA
468
Moneta Group Investment Advisors
Missouri
$2.41M +$72.6K +184 +3%
JFG
469
Jefferies Financial Group
New York
$2.36M +$660K +1,673 +34%
WF
470
WoodTrust Financial
Wisconsin
$2.35M +$142K +360 +6%
LNWTC
471
Laird Norton Wetherby Trust Company
Washington
$2.3M -$32K -81 -1%
ACA
472
Aptus Capital Advisors
Alabama
$2.3M -$165K -417 -6%
HIMCH
473
Hartford Investment Management Co (HIMCO)
Connecticut
$2.3M -$30K -76 -1%
DILIC
474
Dai-ichi Life Insurance Company
Japan
$2.3M +$98.7K +250 +4%
Impax Asset Management Group
475
Impax Asset Management Group
United Kingdom
$2.3M -$34.7K -88 -1%