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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
JCM
901
Jacobi Capital Management
Pennsylvania
$383K +$4.74K +12 +1%
GAM
902
Groupama Asset Management
France
$382K -$169K -429 -29%
BWFA
903
Baltimore-Washington Financial Advisors
Maryland
$381K
EPIMS
904
Evelyn Partners Investment Management Services
$380K +$23.7K +60 +6%
UBP
905
Union Bancaire Privee
Switzerland
$380K +$492K +1,248 New
CLA
906
Carnegie Lake Advisors
New Jersey
$376K
PWW
907
Pettyjohn Wood & White
Virginia
$376K +$27.6K +70 +7%
CFG
908
Copley Financial Group
California
$376K -$5.92K -15 -1%
FPCP
909
Fort Point Capital Partners
California
$376K +$42.2K +107 +11%
CFA
910
Cahill Financial Advisors
Minnesota
$375K
CCMG
911
Clark Capital Management Group
Pennsylvania
$374K +$66.3K +168 +19%
HH
912
Hilltop Holdings
Texas
$374K -$439K -1,112 -52%
CRWM
913
Castle Rock Wealth Management
California
$371K -$1.58K -4 -0.4%
MIA
914
MainStreet Investment Advisors
Illinois
$370K -$25.6K -65 -6%
AAP
915
Arax Advisory Partners
Colorado
$370K -$495K -1,254 -55%
PCM
916
Parsons Capital Management
Rhode Island
$367K
FSA
917
Financial Security Advisor
Virginia
$365K +$1.58K +4 +0.4%
BWM
918
BKM Wealth Management
Wisconsin
$365K
KA
919
Kooman & Associates
Pennsylvania
$365K
WF
920
Welch & Forbes
Massachusetts
$365K
AWA
921
Arkadios Wealth Advisors
Georgia
$362K -$15.8K -40 -4%
AIP
922
Ameritas Investment Partners
Nebraska
$362K -$6.71K -17 -2%
CAC
923
Certified Advisory Corp
Florida
$362K
WSC
924
Wellington Shields & Co
New York
$359K
OGC
925
One68 Global Capital
New York
$359K +$395K +1,000 New