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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
FFA
751
Frazier Financial Advisors
Ohio
$615K +$8.68K +22 +1%
EWS
752
Eagle Wealth Strategies
New Jersey
$613K
GAA
753
Global Assets Advisory
Florida
$608K
CA
754
Claro Advisors
Massachusetts
$607K +$5.13K +13 +0.8%
CCG
755
Chatham Capital Group
Georgia
$604K -$19.7K -50 -3%
FA
756
Fiduciary Alliance
South Carolina
$600K +$69.8K +177 +13%
SWA
757
Strategies Wealth Advisors
Michigan
$598K +$1.58K +4 +0.2%
BWM
758
BigSur Wealth Management
Florida
$597K
WPW
759
Watershed Private Wealth
Illinois
$596K
GI
760
GLOBALT Investments
Georgia
$596K +$19.7K +50 +3%
AssetMark Inc
761
AssetMark Inc
California
$596K -$54.9K -139 -8%
UWP
762
Uniting Wealth Partners
Kansas
$595K -$5.53K -14 -0.8%
SPIA
763
Steward Partners Investment Advisory
New York
$593K -$73K -185 -10%
TFG
764
Taylor Financial Group
Virginia
$591K
EIG
765
Ellenbecker Investment Group
Wisconsin
$587K +$395 +1 +0.1%
GC
766
Globeflex Capital
California
$587K
ICP
767
Interchange Capital Partners
Pennsylvania
$584K -$70.2K -178 -7%
AIM
768
Aigen Investment Management
New York
$584K +$642K +1,627 New
WI
769
WBI Investments
New Jersey
$583K -$393K -995 -38%
HIA
770
HFM Investment Advisors
New Jersey
$578K -$395 -1 -0.1%
WIM
771
Westside Investment Management
California
$577K
MO
772
McMillan Office
Michigan
$574K
OKSA
773
O'Keefe Stevens Advisory
New York
$574K
EWM
774
Evermay Wealth Management
Virginia
$573K -$27.2K -69 -4%
AWA
775
Aaron Wealth Advisors
Illinois
$572K -$315K -797 -33%