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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
SFI
651
Siemens Fonds Invest
Germany
$941K +$15.4K +39 +2%
MPWT
652
MassMutual Private Wealth & Trust
Connecticut
$941K -$54.1K -137 -5%
IAN
653
Integrated Advisors Network
Texas
$929K -$73.4K -186 -7%
PI
654
PFG Investments
New York
$924K -$234K -593 -19%
CWS
655
Confluence Wealth Services
Pennsylvania
$915K +$530K +1,343 +111%
AAS
656
Ameritas Advisory Services
Nebraska
$915K -$3.95K -10 -0.4%
BIG
657
Brooklyn Investment Group
New York
$909K +$427K +1,083 +75%
MAWA
658
Moss Adams Wealth Advisors
Washington
$907K -$13K -33 -1%
MYAM
659
Meiji Yasuda Asset Management
Japan
$907K +$15.4K +39 +2%
WT
660
Whittier Trust
California
$903K +$45.4K +115 +5%
TM
661
Taproot Management
New York
$903K +$992K +2,515 New
SA
662
Sovran Advisors
California
$899K -$174K -442 -17%
GSWM
663
Golden State Wealth Management
California
$898K
DO
664
denkapparat Operations
Germany
$896K +$466K +1,180 +90%
AWM
665
AE Wealth Management
Kansas
$895K +$154K +389 +18%
NI
666
Natural Investments
California
$894K +$983K +2,492 New
SCA
667
Stonebridge Capital Advisors
Minnesota
$879K -$162K -410 -14%
CI Investments Inc
668
CI Investments Inc
Ontario, Canada
$879K +$559K +1,417 +137%
MC
669
Moors & Cabot
Massachusetts
$877K -$242K -612 -20%
ACM
670
Advisors Capital Management
New Jersey
$872K +$102K +259 +12%
SC
671
Savant Capital
Illinois
$868K -$268K -680 -22%
NW
672
NewEdge Wealth
Pennsylvania
$861K -$503K -1,275 -35%
CCG
673
Ceeto Capital Group
Florida
$861K
NIA
674
NIA Impact Advisors
California
$858K -$2.24M -5,688 -70%
VC
675
VarCov Co
Connecticut
$853K +$938K +2,378 New