We are live on ! Find out more
ROK icon

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
DZ Bank
26
DZ Bank
Germany
$232M -$82.2M -208,276 -24%
VFT
27
Vanguard Fiduciary Trust
Pennsylvania
$227M +$250M +633,773 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$226M -$3.7M -9,365 -1%
Robeco Institutional Asset Management
29
Robeco Institutional Asset Management
Netherlands
$223M +$60.1M +152,253 +32%
AllianceBernstein
30
AllianceBernstein
Tennessee
$222M -$115M -290,313 -34%
Arrowstreet Capital
31
Arrowstreet Capital
Massachusetts
$216M +$31.4M +79,545 +15%
Raymond James Financial
32
Raymond James Financial
Florida
$192M -$26.1M -66,236 -11%
Balyasny Asset Management
33
Balyasny Asset Management
Illinois
$191M -$11.8M -29,868 -5%
Ameriprise
34
Ameriprise
Minnesota
$177M +$30M +76,053 +18%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$175M -$122M -310,047 -39%
Fidelity Investments
36
Fidelity Investments
Massachusetts
$169M +$35.3M +89,435 +23%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$167M -$117M -296,705 -39%
Deutsche Bank
38
Deutsche Bank
Germany
$155M +$31.2M +79,121 +22%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$153M +$41.2M +104,444 +32%
BBHC
40
Brown Brothers Harriman & Co
New York
$153M +$167M +424,203 +27,054%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$152M
ATO
42
Alecta Tjanstepension Omsesidigt
Sweden
$148M -$54.8M -138,800 -25%
HSBC Holdings
43
HSBC Holdings
United Kingdom
$146M +$52.1M +132,074 +48%
DC
44
Davenport & Co
Virginia
$145M -$1.94M -4,916 -1%
Mitsubishi UFJ Asset Management
45
Mitsubishi UFJ Asset Management
Japan
$143M +$9.43M +23,903 +6%
Man Group
46
Man Group
United Kingdom
$130M +$16.2M +41,170 +13%
QP
47
Quilter Plc
United Kingdom
$130M +$1.99M +5,042 +1%
Schroder Investment Management Group
48
Schroder Investment Management Group
United Kingdom
$127M -$10.2M -25,896 -7%
WorldQuant Millennium Advisors
49
WorldQuant Millennium Advisors
New York
$126M +$20.5M +52,047 +17%
Barclays
50
Barclays
United Kingdom
$122M +$23.1M +58,644 +21%