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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
SWM
476
SilverOak Wealth Management
Minnesota
$2.29M -$395K -1,000 -14%
BT
477
Banque Transatlantique
France
$2.26M -$2.21M -5,605 -47%
SF
478
Summit Financial
New Jersey
$2.26M -$59.6K -151 -2%
CCP
479
Carmel Capital Partners
California
$2.25M -$20.1K -51 -0.8%
BCV
480
Banque Cantonale Vaudoise
Switzerland
$2.24M -$305K -773 -11%
NL
481
NWAM LLC
Washington
$2.21M +$2.1M +5,331 +648%
WANY
482
Wealthspire Advisors (New York)
New York
$2.2M +$938K +2,376 +63%
RCYC
483
Richard C. Young & Co
Rhode Island
$2.2M -$13.8K -35 -0.6%
KPWS
484
Kestra Private Wealth Services
Texas
$2.17M -$194K -491 -8%
BCAM
485
Boston Common Asset Management
Massachusetts
$2.16M -$1.23M -3,126 -34%
Allspring Global Investments
486
Allspring Global Investments
North Carolina
$2.16M -$65.1K -165 -3%
AA
487
Ancora Advisors
Ohio
$2.15M -$219K -554 -8%
AC
488
Addison Capital
Pennsylvania
$2.12M +$103K +261 +5%
MYIA
489
Mount Yale Investment Advisors
Colorado
$2.12M +$1.27M +3,222 +120%
FWP
490
FAS Wealth Partners
Kansas
$2.12M +$2.33M +5,898 New
VRM
491
Vectors Research Management
New York
$2.12M +$1.58K +4 +0.1%
WB
492
WesBanco Bank
West Virginia
$2.08M -$63.1K -160 -3%
VAS
493
Vestmark Advisory Solutions
Massachusetts
$2.07M -$375K -951 -14%
EPIM
494
Evelyn Partners Investment Management
$2.07M +$1.35M +3,418 +145%
SAM
495
Summit Asset Management
Tennessee
$2.06M
BHC
496
Bowen Hanes & Co
Florida
$2.06M
AW
497
Alaethes Wealth
Nevada
$2.05M +$6.71K +17 +0.3%
LSERS
498
Louisiana State Employees Retirement System
Louisiana
$2.05M
GAM
499
Generali Asset Management
Italy
$2.04M -$256K -648 -10%
BEI
500
Benjamin Edwards Inc
Missouri
$2.04M -$60.8K -154 -3%