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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
OCA
851
OpenArc Corporate Advisory
Georgia
$440K -$32.8K -83 -6%
MSA
852
Marathon Strategic Advisors
Pennsylvania
$440K
CSIC
853
Clifford Swan Investment Counsel
California
$439K
SAM
854
Steinberg Asset Management
New York
$439K
CI
855
Corient IA
Florida
$438K -$110K -280 -19%
1WM
856
1900 Wealth Management
Texas
$438K -$97.9K -248 -17%
TCBWMS
857
Texas Capital Bank Wealth Management Services
Texas
$437K -$2.76K -7 -0.6%
DFCM
858
Dark Forest Capital Management
Puerto Rico
$435K -$2.84M -7,190 -86%
MPWS
859
McCarter Private Wealth Services
Massachusetts
$434K +$215K +545 +82%
SIAG
860
Safeguard Investment Advisory Group
California
$431K +$395 +1 +0.1%
CA
861
Cullinan Associates
Kentucky
$431K -$39.5K -100 -8%
TWP
862
Tyche Wealth Partners
Texas
$431K
RSWM
863
Robertson Stephens Wealth Management
California
$430K -$1.18K -3 -0.2%
ERSOT
864
Employees Retirement System of Texas
Texas
$430K
SEEDPG
865
S.E.E.D. Planning Group
New York
$430K +$137K +347 +41%
PDL
866
Portfolio Design Labs
California
$430K +$243K +617 +106%
SLG
867
Stanley-Laman Group
Pennsylvania
$429K
BCM
868
Brookstone Capital Management
Illinois
$428K +$17K +43 +4%
IC
869
Inscription Capital
Texas
$426K +$183K +465 +64%
NP
870
NorthRock Partners
Minnesota
$425K +$50.9K +129 +12%
MWM
871
Meridian Wealth Management
Kentucky
$424K -$118K -300 -20%
SW
872
Simplicity Wealth
New Jersey
$423K +$21.3K +54 +5%
BTI
873
Blue Trust Inc
Georgia
$421K +$13.8K +35 +3%
PP
874
Patron Partners
Texas
$420K -$58K -147 -11%
FIA
875
Foundations Investment Advisors
Arizona
$416K -$3.16K -8 -0.7%