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
QCG
726
Quadrant Capital Group
Ohio
$687K -$3.55K -9 -0.5%
PFA
727
Pure Financial Advisors
California
$685K +$7.1K +18 +1%
SLI
728
Sumitomo Life Insurance
Japan
$682K +$19.7K +50 +3%
WH
729
Wallace Hart
Kentucky
$681K +$463K +1,173 +162%
CAG
730
Cypress Advisory Group
Arizona
$679K -$1.29M -3,263 -63%
TM
731
TigerOak Management
New Mexico
$677K
PHIC
732
Pine Haven Investment Counsel
Massachusetts
$676K
MA
733
Montag & Associates
Georgia
$674K +$118K +300 +19%
GC
734
Grimes & Company
Massachusetts
$673K -$4.34K -11 -0.6%
TG
735
TCW Group
California
$671K +$35.9K +91 +5%
MIM
736
MTM Investment Management
South Carolina
$667K
MA
737
Mutual Advisors
Nebraska
$662K -$163K -414 -18%
Walleye Trading
738
Walleye Trading
New York
$658K -$3.36M -8,516 -82%
AWM
739
Aprio Wealth Management
Georgia
$646K +$472K +1,195 +197%
WAM
740
Wolverine Asset Management
Illinois
$646K +$237K +600 +50%
VFA
741
Valeo Financial Advisors
Indiana
$641K -$348K -882 -33%
DIP
742
Davis Investment Partners
North Carolina
$641K
APWM
743
Argonautica Private Wealth Management
Massachusetts
$638K
CAG
744
Crestwood Advisors Group
Massachusetts
$637K +$67.9K +172 +11%
FFN
745
Focus Financial Network
Minnesota
$637K -$6.31K -16 -0.9%
BCM
746
Bourgeon Capital Management
Connecticut
$629K +$691K +1,752 New
CPIG
747
Chicago Partners Investment Group
Illinois
$629K +$53.7K +136 +10%
MHIC
748
Marble Harbor Investment Counsel
Massachusetts
$628K -$19.7K -50 -3%
HI
749
Harbour Investments
Wisconsin
$622K +$178K +450 +35%
OCM
750
One Capital Management
California
$621K +$4.34K +11 +0.6%