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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
SC
876
Sapient Capital
Indiana
$415K +$159K +402 +53%
SP
877
SmartHarvest Portfolios
Washington
$415K -$36.3K -92 -7%
IPW
878
Impact Partnership Wealth
Georgia
$415K +$5.92K +15 +1%
MS
879
Madden Securities
Texas
$415K
HCP
880
Hardin Capital Partners
South Carolina
$413K
PP
881
Pacifica Partners
Canada
$412K
FAG
882
Fortitude Advisory Group
Washington
$412K -$23.7K -60 -5%
FFS
883
Founders Financial Securities
Maryland
$408K -$2.76K -7 -0.7%
MWM
884
Maridea Wealth Management
New York
$407K -$1.73M -4,388 -79%
CPCP
885
Cedar Point Capital Partners
Iowa
$407K
EWA
886
EverSource Wealth Advisors
Alabama
$404K +$69.8K +177 +19%
GC
887
Guggenheim Capital
Illinois
$399K -$123K -312 -22%
FI
888
Fosun International
China
$398K +$438K +1,110 New
GAMC
889
Garner Asset Management Corp
Texas
$398K -$5.53K -14 -1%
CICI
890
Capital Investment Counsel Inc
North Carolina
$397K
BPFA
891
Barnes Pettey Financial Advisors
Mississippi
$395K
LCAM
892
London & Capital Asset Management
United Kingdom
$394K +$85.2K +216 +24%
CI
893
Cigna Investments
Connecticut
$393K
PA
894
Profund Advisors
Maryland
$393K +$3.55K +9 +0.8%
PMG
895
ProVise Management Group
Florida
$390K -$15.8K -40 -4%
EI
896
Ellevest Inc
New York
$389K +$44.6K +113 +12%
SW
897
SVB Wealth
Massachusetts
$388K -$36.3K -92 -8%
FFA
898
Founders Financial Alliance
North Carolina
$388K +$16.6K +42 +4%
RWM
899
Ritholtz Wealth Management
New York
$385K +$34.7K +88 +9%
VAM
900
Verity Asset Management
North Carolina
$384K -$35.1K -89 -8%