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
17.4%
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
CAU
526
Caxton Associates (UK)
$1.7M +$1.87M +4,738 New
TSWM
527
Triangle Securities Wealth Management
North Carolina
$1.69M -$23.3K -59 -1%
MFS
528
Mattson Financial Services
Michigan
$1.69M +$369K +935 +25%
UCFA
529
United Capital Financial Advisors
Texas
$1.66M +$180K +456 +11%
MSE
530
MUFG Securities EMEA
United Kingdom
$1.65M
CMI
531
Clare Market Investments
Texas
$1.65M +$1.81M +4,586 New
CIA
532
Concurrent Investment Advisors
Florida
$1.64M +$296K +749 +20%
EWM
533
Elmwood Wealth Management
California
$1.63M -$8.68K -22 -0.5%
VIA
534
Virtus Investment Advisers
Connecticut
$1.62M +$1.78M +4,520 New
PA
535
Pinnacle Associates
New York
$1.62M -$50.5K -128 -3%
Bessemer Group
536
Bessemer Group
New Jersey
$1.61M -$91.2K -231 -5%
Kovitz Investment Group Partners
537
Kovitz Investment Group Partners
Illinois
$1.6M +$3.55K +9 +0.2%
CC
538
Courier Capital
New York
$1.59M -$3.16K -8 -0.2%
HSA
539
HBK Sorce Advisory
Pennsylvania
$1.58M -$91.9K -233 -6%
PIM
540
Penobscot Investment Management
Massachusetts
$1.56M -$15.8K -40 -0.9%
VA
541
VestGen Advisors
Illinois
$1.55M -$608K -1,540 -31%
APIM
542
Agate Pass Investment Management
Washington
$1.54M
OAM
543
Ostrum Asset Management
France
$1.54M -$142K -359 -8%
CPC
544
Cookson Peirce & Co
Pennsylvania
$1.54M +$1.69M +4,279 New
WAS
545
WESPAC Advisors SoCal
California
$1.53M +$268K +679 +19%
Connor, Clark & Lunn Investment Management (CC&L)
546
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.53M +$1.68M +4,266 New
Koshinski Asset Management
547
Koshinski Asset Management
Illinois
$1.51M +$5.13K +13 +0.3%
MGP
548
Metis Global Partners
California
$1.51M -$161K -409 -9%
TMAM
549
Tokio Marine Asset Management
Japan
$1.51M +$85.6K +217 +5%
CRC
550
Curi RMB Capital
Illinois
$1.5M +$178K +450 +12%