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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
17.4%
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
LP
501
Longaeva Partners
Illinois
$2.03M +$2.23M +5,659 New
MSRPS
502
Maryland State Retirement & Pension System
Maryland
$2.03M
PF
503
Phoenix Financial
Israel
$2.02M +$1.44M +3,658 +185%
DR
504
Davis Rea
Ontario, Canada
$2.01M
OTL
505
Oak Thistle LLC
New York
$1.98M +$600K +1,520 +38%
OIAM
506
OFI Invest Asset Management
France
$1.94M +$201K +510 +9%
KCM
507
Kornitzer Capital Management
Kansas
$1.94M -$4.18M -10,599 -66%
EH
508
Equitable Holdings
New York
$1.93M +$688K +1,743 +52%
PAS
509
Park Avenue Securities
New York
$1.93M -$33.1K -84 -2%
ACP
510
Aviance Capital Partners
Florida
$1.92M
CFB
511
Cullen/Frost Bankers
Texas
$1.91M -$7.1K -18 -0.3%
IWM
512
IHT Wealth Management
Illinois
$1.91M +$710K +1,799 +51%
WA
513
Waverly Advisors
Alabama
$1.89M +$103K +260 +5%
Marshall Wace
514
Marshall Wace
United Kingdom
$1.89M -$8.76M -22,195 -81%
ALMGDA
515
AG2R La Mondiale Gestion d'Actifs
France
$1.88M +$85.2K +216 +4%
Jane Street
516
Jane Street
New York
$1.88M -$8.21M -20,810 -80%
NMERB
517
New Mexico Educational Retirement Board
New Mexico
$1.86M
ATC
518
Argent Trust Co
Tennessee
$1.85M -$225K -570 -10%
BAMF
519
BI Asset Management Fondsmaeglerselskab
Denmark
$1.84M -$2.79M -7,082 -58%
CPBTD
520
Central Pacific Bank - Trust Division
Hawaii
$1.82M +$211K +535 +12%
AF
521
Allworth Financial
California
$1.8M +$79.3K +201 +4%
A
522
Allianz
Germany
$1.78M
TWP
523
Tempus Wealth Planning
California
$1.74M -$8.68K -22 -0.5%
SA
524
Strategic Advisors
New York
$1.73M -$11.4K -29 -0.6%
MA
525
MCF Advisors
Kentucky
$1.7M +$593K +1,503 +46%