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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
AI
576
Atria Investments
North Carolina
$1.29M +$55.6K +141 +4%
NMIMC
577
Northwestern Mutual Investment Management Company
Wisconsin
$1.29M +$3.55K +9 +0.3%
QCM
578
QRG Capital Management
Illinois
$1.29M +$35.5K +90 +3%
EW
579
Evoke Wealth
California
$1.28M -$168K -425 -11%
BPA
580
Beacon Pointe Advisors
California
$1.28M +$159K +403 +13%
PIM
581
Plato Investment Management
Australia
$1.28M
EOJOAM
582
E. Ohman J:or Asset Management
Sweden
$1.28M
CCIA
583
Campbell & Co Investment Adviser
Maryland
$1.26M +$713K +1,807 +106%
SPC
584
Sigma Planning Corp
Michigan
$1.25M -$50.9K -129 -4%
FCFC
585
First Commonwealth Financial Corp
Pennsylvania
$1.24M
SCA
586
Snowden Capital Advisors
New York
$1.24M +$144K +364 +12%
SFCL
587
Strengthening Families & Communities LLC
Massachusetts
$1.24M +$1.36M +3,456 New
HIP
588
HUB Investment Partners
Texas
$1.24M +$40.6K +103 +3%
CWM
589
Connecticut Wealth Management
Connecticut
$1.24M
PWAM
590
Private Wealth Asset Management
Iowa
$1.23M -$395 -1 -0%
TCIIS
591
TIAA-CREF Individual & Institutional Services
New York
$1.22M +$1.34M +3,396 New
VT
592
Vise Technologies
New York
$1.22M
CG
593
Caprock Group
Idaho
$1.22M -$997K -2,526 -43%
CAAS
594
Capital Asset Advisory Services
Michigan
$1.21M -$16.6K -42 -1%
HT
595
Heritage Trust
Oklahoma
$1.2M
PTC
596
Private Trust Company
Ohio
$1.19M -$50.9K -129 -4%
RWP
597
RWA Wealth Partners
Massachusetts
$1.19M +$789 +2 +0.1%
FCBT
598
First Citizens Bank & Trust
North Carolina
$1.19M +$121K +307 +10%
OFG
599
OmniStar Financial Group
North Carolina
$1.19M +$1.31M +3,311 New
STAS
600
Strong Tower Advisory Services
Minnesota
$1.19M +$54.9K +139 +4%