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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
RCAG
826
Rehmann Capital Advisory Group
Michigan
$484K +$16.6K +42 +3%
PMSA
827
Patrick M. Sweeney & Associates
Illinois
$483K -$5.92K -15 -1%
VC
828
Vicus Capital
Pennsylvania
$483K +$105K +267 +25%
DWM
829
Dakota Wealth Management
Florida
$482K +$4.34K +11 +0.8%
FRA
830
Frank Rimerman Advisors
California
$480K -$1.97K -5 -0.4%
AAS
831
Annex Advisory Services
Wisconsin
$477K -$7.89K -20 -1%
MOS
832
MGO One Seven
Ohio
$474K -$5.92K -15 -1%
DA
833
Dillon & Associates
Michigan
$472K +$50.5K +128 +11%
MWM
834
Modera Wealth Management
New Jersey
$467K -$2.76K -7 -0.5%
VBCG
835
Valley Brook Capital Group
Pennsylvania
$467K
LSA
836
Leonteq Securities AG
Switzerland
$467K +$165K +419 +48%
TPCW
837
TD Private Client Wealth
New York
$464K -$78.9K -200 -13%
GTAM
838
Global Trust Asset Management
Florida
$460K +$3.16K +8 +0.6%
WPW
839
Waldron Private Wealth
Pennsylvania
$459K +$36.7K +93 +8%
SWP
840
Sagespring Wealth Partners
Tennessee
$456K +$9.08K +23 +2%
SF
841
Symphony Financial
Texas
$455K -$121K -306 -19%
CFS
842
Cannon Financial Strategists
Georgia
$455K
RMC
843
Resources Management Corp
Connecticut
$454K -$7.1K -18 -1%
WWG
844
West Wealth Group
California
$453K +$8.29K +21 +2%
PPWP
845
Premier Path Wealth Partners
New Jersey
$452K +$204K +517 +70%
CA
846
Centerpoint Advisors
Massachusetts
$449K
RWP
847
Revolve Wealth Partners
New Jersey
$449K +$10.7K +27 +2%
KA
848
Kovack Advisors
Florida
$442K
NL
849
Navalign LLC
California
$441K +$1.58K +4 +0.3%
CW
850
CreativeOne Wealth
Kansas
$441K +$17.8K +45 +4%