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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
CT
951
Caldwell Trust
Florida
$329K
HI
952
Hudock Inc
Pennsylvania
$329K
SMG
953
Smart Money Group
Texas
$329K
BFO
954
Biltmore Family Office
North Carolina
$327K
VCM
955
Versant Capital Management
Arizona
$325K
BWP
956
Balboa Wealth Partners
Arizona
$323K
MMG
957
Monetary Management Group
Missouri
$323K
PWP
958
Phillips Wealth Planners
Mississippi
$323K
PMG
959
Private Management Group
California
$320K
ANBT
960
American National Bank & Trust
Texas
$319K
Financial Engines Advisors
961
Financial Engines Advisors
California
$317K
SIA
962
Sovereign Investment Advisors
Arizona
$317K
CSP
963
Cary Street Partners
Virginia
$316K
SSCA
964
South Shore Capital Advisors
Massachusetts
$315K
CMP
965
Christine Messmer PC
Pennsylvania
$315K
IIC
966
Integrated Investment Consultants
Michigan
$315K
RA
967
Rubicon Advisors
California
$315K
ACM
968
Aquatic Capital Management
Illinois
$315K
WG
969
Winton Group
United Kingdom
$315K
LFAS
970
Level Four Advisory Services
Texas
$314K
PSCM
971
Per Stirling Capital Management
Texas
$312K
KFI
972
Key Financial Inc
Pennsylvania
$311K
AO
973
Advisor OS
Illinois
$311K
ML
974
McAdam LLC
Pennsylvania
$310K
BF
975
BOK Financial
Oklahoma
$310K