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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
Holders
1,413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PWM
626
Perigon Wealth Management
California
$1.05M
CL
627
CLG LLC
California
$1.05M
FI
628
Finivi Inc
Massachusetts
$1.04M
FMN
629
Financial Management Network
California
$1.04M
RPC
630
Rossmore Private Capital
Connecticut
$1.04M
CWP
631
Cyndeo Wealth Partners
Florida
$1.03M
WI
632
Wahed Invest
New York
$1.02M
PFG
633
Prosperity Financial Group
California
$1.02M
Wellington Management Group
634
Wellington Management Group
Massachusetts
$1.02M
MFS
635
Monetta Financial Services
Illinois
$1M
CIA
636
Capital Investment Advisors
Georgia
$1M
FFA
637
First Foundation Advisors
California
$1M
VSQM
638
V-Square Quantitative Management
Illinois
$1,000K
BC
639
Burney Company
Virginia
$999K
SIA
640
Sit Investment Associates
Minnesota
$998K
BMC
641
Beaton Management Company
Massachusetts
$993K
CIA
642
Choate Investment Advisors
Massachusetts
$993K
LOAMS
643
Lombard Odier Asset Management (Switzerland)
Switzerland
$988K
PA
644
Procyon Advisors
Connecticut
$983K
JF
645
Jump Financial
Illinois
$975K
QPW
646
Quantum Private Wealth
Florida
$965K
AIM
647
Acropolis Investment Management
Missouri
$962K
Verition Fund Management
648
Verition Fund Management
Connecticut
$956K
UB
649
UMB Bank
Missouri
$953K
MMM
650
Mendel Money Management
Illinois
$945K