We are live on ! Find out more
ROK icon

Rockwell Automation

1,414 hedge funds and large institutions have $34.4B invested in Rockwell Automation in 2026 Q1 according to their latest regulatory filings, with 148 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)

14% more first-time investments, than exits

New positions opened: 148 | 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: 1,4151,414 (-1)

7% less capital invested

Capital invested by funds: $37.1B → $34.4B (-$2.71B)

Holders
1,414
Holders Change
-1
Holders Change %
-0.07%
% of All Funds
17.41%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
148
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
AC
826
AlphaCore Capital
California
$486K -$155K -393 -22%
RCAG
827
Rehmann Capital Advisory Group
Michigan
$484K +$16.6K +42 +3%
PMSA
828
Patrick M. Sweeney & Associates
Illinois
$483K -$5.92K -15 -1%
VC
829
Vicus Capital
Pennsylvania
$483K +$105K +267 +25%
DWM
830
Dakota Wealth Management
Florida
$482K +$4.34K +11 +0.8%
FRA
831
Frank Rimerman Advisors
California
$480K -$1.97K -5 -0.4%
AAS
832
Annex Advisory Services
Wisconsin
$477K -$7.89K -20 -1%
MOS
833
MGO One Seven
Ohio
$474K -$5.92K -15 -1%
DA
834
Dillon & Associates
Michigan
$472K +$50.5K +128 +11%
MWM
835
Modera Wealth Management
New Jersey
$467K -$2.76K -7 -0.5%
VBCG
836
Valley Brook Capital Group
Pennsylvania
$467K
LSA
837
Leonteq Securities AG
Switzerland
$467K +$165K +419 +48%
TPCW
838
TD Private Client Wealth
New York
$464K -$78.9K -200 -13%
GTAM
839
Global Trust Asset Management
Florida
$460K +$3.16K +8 +0.6%
WPW
840
Waldron Private Wealth
Pennsylvania
$459K +$36.7K +93 +8%
SWP
841
Sagespring Wealth Partners
Tennessee
$456K +$9.08K +23 +2%
SF
842
Symphony Financial
Texas
$455K -$121K -306 -19%
CFS
843
Cannon Financial Strategists
Georgia
$455K
RMC
844
Resources Management Corp
Connecticut
$454K -$7.1K -18 -1%
WWG
845
West Wealth Group
California
$453K +$8.29K +21 +2%
PPWP
846
Premier Path Wealth Partners
New Jersey
$452K +$204K +517 +70%
CA
847
Centerpoint Advisors
Massachusetts
$449K
RWP
848
Revolve Wealth Partners
New Jersey
$449K +$10.7K +27 +2%
KA
849
Kovack Advisors
Florida
$442K
NL
850
Navalign LLC
California
$441K +$1.58K +4 +0.3%