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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
SCB
551
Saudi Central Bank
Saudi Arabia
$1.49M +$1.64M +4,150 New
APP
552
Avantax Planning Partners
Iowa
$1.48M
BAM
553
Beaumont Asset Management
Texas
$1.47M -$5.53K -14 -0.3%
JAG
554
Journey Advisory Group
Kentucky
$1.47M -$533K -1,350 -25%
WAP
555
Wealthcare Advisory Partners
Pennsylvania
$1.47M +$483K +1,223 +43%
CL
556
Choreo LLC
Illinois
$1.47M -$277K -702 -15%
CF
557
Centaurus Financial
California
$1.45M -$17.8K -45 -1%
OIA
558
OneDigital Investment Advisors
Kansas
$1.45M -$208K -528 -12%
HIMS
559
Hager Investment Management Services
New Hampshire
$1.45M +$187K +475 +13%
Carson Wealth (CWM LLC)
560
Carson Wealth (CWM LLC)
Nebraska
$1.44M -$67.5K -171 -4%
COI
561
Connable Office Inc
Michigan
$1.43M +$1.18K +3 +0.1%
MFG
562
Merit Financial Group
Georgia
$1.42M -$25.6K -65 -2%
SPC
563
Spirepoint Private Client
Florida
$1.41M
EF
564
Empirical Finance
Pennsylvania
$1.41M -$3.95K -10 -0.3%
HKAM
565
Horizon Kinetics Asset Management
New York
$1.4M -$126K -320 -8%
YDMI
566
Y.D. More Investments
Israel
$1.39M -$19.3K -49 -1%
NDSIB
567
North Dakota State Investment Board
North Dakota
$1.38M -$249K -632 -14%
HWM
568
HB Wealth Management
Georgia
$1.35M +$90.8K +230 +6%
KRS
569
Kentucky Retirement Systems
Kentucky
$1.35M +$1.71M +4,345 +61%
HPC
570
HM Payson & Co
Maine
$1.35M +$789K +2,000 +114%
AA
571
ALPS Advisors
Colorado
$1.35M +$389K +986 +36%
GI
572
GAMMA Investing
California
$1.34M +$1.18K +3 +0.1%
AC
573
Apella Capital
Connecticut
$1.34M +$63.5K +161 +5%
MML Investors Services
574
MML Investors Services
Massachusetts
$1.33M -$2.66M -6,739 -64%
PFS
575
Prospera Financial Services
Texas
$1.3M -$3.18M -8,071 -69%