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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
MK
601
MASTERINVEST Kapitalanlage
$1.19M -$1.11M -2,802 -46%
MWM
602
Mindset Wealth Management
Indiana
$1.19M +$1.3M +3,303 New
WS
603
Wedbush Securities
California
$1.18M +$54.9K +139 +4%
CIP
604
Convergence Investment Partners
Florida
$1.17M -$1.42M -3,593 -52%
CA
605
Clearstead Advisors
Ohio
$1.17M +$86K +218 +7%
WPC
606
Wedmont Private Capital
Pennsylvania
$1.16M +$3.55K +9 +0.3%
FCM
607
Fire Capital Management
California
$1.16M +$101K +255 +9%
BPCE
608
Bank Pictet & Cie (Europe)
Germany
$1.15M +$87.2K +221 +7%
EWM
609
Empirical Wealth Management
Washington
$1.14M +$56.8K +144 +5%
MIP
610
Marietta Investment Partners
Wisconsin
$1.12M
UCI
611
Uncommon Cents Investing
Wisconsin
$1.12M
MSA
612
MUFG Securities Americas
New York
$1.12M +$33.1K +84 +3%
NEI
613
Northwest & Ethical Investments
Ontario, Canada
$1.12M -$5.77M -14,614 -82%
SAM
614
Securian Asset Management
Minnesota
$1.11M
FFA
615
Farther Finance Advisors
California
$1.11M +$53.3K +135 +5%
WHG
616
Westwood Holdings Group
Texas
$1.11M -$159K -404 -12%
DTL
617
Dynamic Technology Lab
Singapore
$1.1M -$416K -1,054 -26%
QIM
618
Quantitative Investment Management
Virginia
$1.1M +$1.21M +3,056 New
IMRF
619
Illinois Municipal Retirement Fund
Illinois
$1.09M +$1.2M +3,042 New
CCM
620
Coldstream Capital Management
Washington
$1.09M -$373K -946 -24%
RC
621
RBF Capital
California
$1.08M
AWF
622
Alpha Wealth Funds
Utah
$1.07M
CIM
623
Corda Investment Management
Texas
$1.07M -$20.5K -52 -2%
KRSITF
624
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.07M
MA
625
MONECO Advisors
Connecticut
$1.05M +$40.3K +102 +4%