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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
Holders
1,413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KFS
926
Kelly Financial Services
Massachusetts
$356K
EB
927
Eastern Bank
Massachusetts
$355K
AFG
928
ABLE Financial Group
Arizona
$354K
KP
929
Keel Point
Alabama
$352K
LOPW
930
Live Oak Private Wealth
North Carolina
$352K
HCM
931
Hengehold Capital Management
Ohio
$351K
TL
932
Tradewinds LLC
North Carolina
$351K
FWM
933
FMB Wealth Management
California
$350K
IAIM
934
International Assets Investment Management
Florida
$344K
FFA
935
Fragasso Financial Advisors
Pennsylvania
$342K
WP
936
WealthPLAN Partners
Nebraska
$342K
KI
937
KTF Investments
California
$341K
OF
938
Optimize Financial
California
$341K
GS
939
GTS Securities
New York
$340K
DCU
940
Dara Capital US
Florida
$339K
IC
941
IEQ Capital
California
$338K
PP
942
PDS Planning
Ohio
$336K
ICP
943
Impact Capital Partners
Colorado
$335K
FG
944
Foster Group
Iowa
$334K
SPWM
945
Straight Path Wealth Management
Michigan
$334K
EFG
946
Ethos Financial Group
Pennsylvania
$334K
EFS
947
Essex Financial Services
Connecticut
$332K
CCC
948
Chelsea Counsel Company
California
$331K
BCIM
949
Bishop & Co Investment Management
Pennsylvania
$329K
SWM
950
SeaCrest Wealth Management
New York
$329K