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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
BC
801
Bridgefront Capital
Texas
$524K +$576K +1,459 New
TWM
802
Trueblood Wealth Management
Ohio
$523K +$395 +1 +0.1%
AA
803
Armis Advisers
Georgia
$521K +$57.6K +146 +15%
LP
804
LMR Partners
United Kingdom
$520K +$572K +1,450 New
PWP
805
Parkwoods Wealth Partners
New York
$520K
NFG
806
Nations Financial Group
Iowa
$520K +$395 +1 +0.1%
AGP
807
Autumn Glory Partners
Texas
$515K +$163K +414 +41%
SFS
808
Sowell Financial Services
Arkansas
$515K +$97.5K +247 +21%
TRCT
809
Tower Research Capital (TRC)
New York
$512K -$261K -662 -32%
CCC
810
Chesapeake Capital Corp
Florida
$512K
TIAA Trust, National Association
811
TIAA Trust, National Association
North Carolina
$505K -$2.03M -5,146 -79%
BCA
812
Bay Colony Advisors
Massachusetts
$504K +$1.97K +5 +0.4%
CAM
813
Costello Asset Management
Pennsylvania
$502K
CCA
814
Checchi Capital Advisers
California
$501K +$75K +190 +16%
ABC
815
Associated Banc-Corp
Wisconsin
$496K +$107K +271 +24%
ONB
816
Old National Bancorp
Indiana
$496K +$251K +635 +85%
BRWA
817
B. Riley Wealth Advisors
Florida
$494K -$28K -71 -5%
HI
818
Hoey Investments
Pennsylvania
$493K -$18.9K -48 -3%
FTWA
819
Fifth Third Wealth Advisors
Ohio
$490K +$54.5K +138 +11%
GVAG
820
Great Valley Advisor Group
Delaware
$489K +$789 +2 +0.1%
RMP
821
Richards, Merrill & Peterson
Washington
$487K +$9.87K +25 +2%
NRWA
822
North Ridge Wealth Advisors
Oregon
$487K
Envestnet Portfolio Solutions
823
Envestnet Portfolio Solutions
Illinois
$487K -$20.1K -51 -4%
HCM
824
Hutchinson Capital Management
California
$487K
AC
825
AlphaCore Capital
California
$486K -$155K -393 -22%