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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
BCM
701
Birmingham Capital Management
Alabama
$754K
NRS
702
Neville Rodie & Shaw
New York
$754K
SCI
703
Stableford Capital II
Arizona
$751K +$826K +2,094 New
DWP
704
Daymark Wealth Partners
Ohio
$751K +$10.3K +26 +1%
SCM
705
Stevens Capital Management
Pennsylvania
$746K +$328K +832 +67%
IA
706
IFP Advisors
Florida
$743K +$69.5K +176 +9%
HIC
707
Hamrick Investment Counsel
Washington
$743K +$32.4K +82 +4%
OFG
708
Oxford Financial Group
Indiana
$742K +$816K +2,067 New
BFA
709
Brown Financial Advisors
Ohio
$735K +$322K +817 +66%
S
710
SignatureFD
Georgia
$733K +$789 +2 +0.1%
RFC
711
Regions Financial Corp
Alabama
$730K -$1.1M -2,788 -58%
SCFS
712
Stewardship Concepts Financial Services
Washington
$730K +$789 +2 +0.1%
IFU
713
iSAM Funds (UK)
United Kingdom
$726K +$799K +2,024 New
FLPIM
714
F.L. Putnam Investment Management
Massachusetts
$726K
LI
715
LRI Investments
Florida
$720K
AA
716
AlphaCentric Advisors
Puerto Rico
$718K
SFS
717
Stiles Financial Services
Minnesota
$712K -$36.3K -92 -4%
AA
718
Argent Advisors
Louisiana
$711K
BNA
719
BankChampaign National Association
Illinois
$710K +$9.87K +25 +1%
VCP
720
Verus Capital Partners
Arizona
$710K -$3.16K -8 -0.4%
SCM
721
Sandler Capital Management
New York
$708K -$808K -2,047 -51%
CFP
722
Cascade Financial Partners
California
$705K
KWM
723
Kingsview Wealth Management
Oregon
$700K -$34.7K -88 -4%
BP
724
Ballentine Partners
Massachusetts
$699K +$13K +33 +2%
SB
725
Strategic Blueprint
Georgia
$695K +$114K +290 +18%