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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
XF
776
XML Financial
Maryland
$570K
CWG
777
Cornerstone Wealth Group
North Carolina
$568K +$20.1K +51 +4%
EWM
778
Evercore Wealth Management
New York
$561K
AB
779
ANB Bank
Colorado
$558K -$39.1K -99 -6%
BAM
780
Belpointe Asset Management
Nevada
$555K -$2.76K -7 -0.5%
VCA
781
Verdence Capital Advisors
Maryland
$555K -$13.8K -35 -2%
APA
782
Astoria Portfolio Advisors
New York
$555K
CSA
783
Cottage Street Advisors
Massachusetts
$553K +$395 +1 +0.1%
PA
784
Parallel Advisors
California
$549K -$50.5K -128 -8%
Empower Advisory Group
785
Empower Advisory Group
Colorado
$547K -$251K -636 -29%
AAG
786
Asset Advisory Group
New Jersey
$547K
TCA
787
Transcend Capital Advisors
New Jersey
$544K -$7.89K -20 -1%
CA
788
Chatterton & Associates
California
$544K +$296K +750 +120%
CFG
789
Capital Financial Group
Colorado
$538K
1SB
790
1ST Source Bank
Indiana
$538K -$29.6K -75 -5%
BI
791
Bramshill Investments
Florida
$538K +$592K +1,500 New
CFSG
792
Community Financial Services Group
Vermont
$538K +$575K +1,458 New
HAIM
793
Hunter Associates Investment Management
Pennsylvania
$536K -$23.3K -59 -4%
CWM
794
Circle Wealth Management
New Jersey
$536K +$589K +1,493 New
DW30
795
Drucker Wealth 3.0
New Jersey
$533K -$43.4K -110 -7%
DG
796
DMC Group
Alabama
$532K +$53.3K +135 +10%
ZCP
797
Z3 Capital Partners
Virginia
$531K -$39.5K -100 -6%
SAI
798
Savvy Advisors Inc
New York
$529K +$93.1K +236 +19%
PS
799
Principal Securities
Iowa
$527K +$77.7K +197 +15%
CT
800
Clearstead Trust
Maine
$525K +$395 +1 +0.1%