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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
CT
951
Caldwell Trust
Florida
$329K
HI
952
Hudock Inc
Pennsylvania
$329K +$395 +1 +0.1%
SMG
953
Smart Money Group
Texas
$329K +$1.18K +3 +0.3%
BFO
954
Biltmore Family Office
North Carolina
$327K
VCM
955
Versant Capital Management
Arizona
$325K +$161K +409 +82%
BWP
956
Balboa Wealth Partners
Arizona
$323K +$356K +901 New
MMG
957
Monetary Management Group
Missouri
$323K +$158K +400 +80%
PWP
958
Phillips Wealth Planners
Mississippi
$323K -$9.08K -23 -3%
PMG
959
Private Management Group
California
$320K
ANBT
960
American National Bank & Trust
Texas
$319K -$5.53K -14 -2%
Financial Engines Advisors
961
Financial Engines Advisors
California
$317K +$6.71K +17 +2%
SIA
962
Sovereign Investment Advisors
Arizona
$317K +$348K +883 New
CSP
963
Cary Street Partners
Virginia
$316K +$20.5K +52 +6%
SSCA
964
South Shore Capital Advisors
Massachusetts
$315K +$11.4K +29 +3%
CMP
965
Christine Messmer PC
Pennsylvania
$315K +$1.58K +4 +0.5%
IIC
966
Integrated Investment Consultants
Michigan
$315K -$466K -1,182 -57%
RA
967
Rubicon Advisors
California
$315K -$912K -2,312 -72%
ACM
968
Aquatic Capital Management
Illinois
$315K -$10.5M -26,486 -97%
WG
969
Winton Group
United Kingdom
$315K +$77K +195 +29%
LFAS
970
Level Four Advisory Services
Texas
$314K +$2.37K +6 +0.7%
PSCM
971
Per Stirling Capital Management
Texas
$312K +$789 +2 +0.2%
KFI
972
Key Financial Inc
Pennsylvania
$311K
AO
973
Advisor OS
Illinois
$311K -$13.4K -34 -4%
ML
974
McAdam LLC
Pennsylvania
$310K +$341K +865 New
BF
975
BOK Financial
Oklahoma
$310K -$53.7K -136 -14%