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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
PWM
626
Perigon Wealth Management
California
$1.05M -$33.5K -85 -3%
CL
627
CLG LLC
California
$1.05M -$2.37K -6 -0.2%
FI
628
Finivi Inc
Massachusetts
$1.04M +$148K +374 +15%
FMN
629
Financial Management Network
California
$1.04M +$395 +1 +0%
RPC
630
Rossmore Private Capital
Connecticut
$1.04M -$30K -76 -3%
CWP
631
Cyndeo Wealth Partners
Florida
$1.03M +$100K +254 +10%
WI
632
Wahed Invest
New York
$1.02M -$49.7K -126 -4%
PFG
633
Prosperity Financial Group
California
$1.02M +$1.12M +2,840 New
Wellington Management Group
634
Wellington Management Group
Massachusetts
$1.02M +$619K +1,568 +123%
MFS
635
Monetta Financial Services
Illinois
$1M
CIA
636
Capital Investment Advisors
Georgia
$1M -$37.9K -96 -3%
FFA
637
First Foundation Advisors
California
$1M -$160K -405 -13%
VSQM
638
V-Square Quantitative Management
Illinois
$1,000K +$789 +2 +0.1%
BC
639
Burney Company
Virginia
$999K -$246K -624 -18%
SIA
640
Sit Investment Associates
Minnesota
$998K
BMC
641
Beaton Management Company
Massachusetts
$993K
CIA
642
Choate Investment Advisors
Massachusetts
$993K +$1.97K +5 +0.2%
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$988K +$1.09M +2,754 New
PA
644
Procyon Advisors
Connecticut
$983K -$16.2K -41 -1%
JF
645
Jump Financial
Illinois
$975K -$515K -1,304 -32%
QPW
646
Quantum Private Wealth
Florida
$965K -$32.8K -83 -3%
AIM
647
Acropolis Investment Management
Missouri
$962K -$30.4K -77 -3%
Verition Fund Management
648
Verition Fund Management
Connecticut
$956K -$4.55M -11,527 -81%
UB
649
UMB Bank
Missouri
$953K -$27.6K -70 -3%
MMM
650
Mendel Money Management
Illinois
$945K +$1.97K +5 +0.2%