We are live on ! Find out more
ROK icon

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
MAM
676
Mystic Asset Management
Rhode Island
$852K
WWM
677
Western Wealth Management
Colorado
$852K -$46.6K -118 -5%
CWM
678
Calamos Wealth Management
Illinois
$849K -$107K -270 -10%
Calamos Advisors
679
Calamos Advisors
Illinois
$849K +$934K +2,366 New
CFO
680
Callan Family Office
Pennsylvania
$847K -$6.71K -17 -0.7%
SCM
681
SCS Capital Management
Massachusetts
$843K
SAM
682
Smartleaf Asset Management
Massachusetts
$840K +$57.6K +146 +6%
KA
683
Kintegral Advisory
New York
$829K -$40.3K -102 -4%
ITFISA
684
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$829K
VI
685
Vestcor Inc
New Brunswick, Canada
$822K
AFG
686
Atomi Financial Group
New York
$822K -$47K -119 -5%
MW
687
Marble Wealth
Alabama
$815K -$72.2K -183 -7%
QI
688
Qtron Investments
Massachusetts
$814K +$789 +2 +0.1%
TPWM
689
Torrey-Payne Wealth Management
California
$813K
FWCM
690
Ferguson Wellman Capital Management
Oregon
$799K +$1.58K +4 +0.2%
MAS
691
Meeder Advisory Services
Ohio
$795K -$87.6K -222 -9%
HFS
692
Hoge Financial Services
Pennsylvania
$794K +$3.95K +10 +0.5%
GIA
693
Gateway Investment Advisers
Ohio
$792K -$4M -10,130 -82%
NSIM
694
North Star Investment Management
Illinois
$778K -$94.3K -239 -10%
Twin Tree Management
695
Twin Tree Management
Texas
$778K +$856K +2,169 New
DA
696
Drake & Associates
Wisconsin
$776K +$3.16K +8 +0.4%
ET
697
Equitable Trust
Tennessee
$776K
DS
698
DRW Securities
Illinois
$775K +$855K +2,166 New
BFM
699
Boothbay Fund Management
New York
$759K -$6.03M -15,292 -88%
SC
700
Syon Capital
California
$759K -$32K -81 -4%