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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
17.41%
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
RMCM
76
Reynders McVeigh Capital Management
Massachusetts
$70.8M -$236K -599 -0.3%
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$70.4M -$2.12M -5,384 -3%
Los Angeles Capital Management
78
Los Angeles Capital Management
California
$69.2M +$5.65M +14,317 +8%
BHIA
79
Birch Hill Investment Advisors
Massachusetts
$67.7M -$1.59M -4,033 -2%
Citigroup
80
Citigroup
New York
$67.5M +$9.43M +23,905 +15%
VAM
81
Vanguard Asset Management
$65.5M +$72.1M +182,621 New
CS
82
Candriam SCA
Luxembourg
$65.5M +$517K +1,311 +0.7%
Canada Life
83
Canada Life
Manitoba, Canada
$63.3M +$2.31M +5,846 +3%
Citadel Advisors
84
Citadel Advisors
Florida
$61.6M -$139M -353,021 -67%
National Pension Service
85
National Pension Service
South Korea
$61.4M +$11M +27,919 +20%
SAM
86
SEB Asset Management
$61.3M +$67.5M +170,940 New
HighTower Advisors
87
HighTower Advisors
Illinois
$60.4M +$12.3M +31,053 +23%
WPC
88
Waters Parkerson & Co
Louisiana
$60M -$445K -1,128 -0.7%
D.E. Shaw & Co
89
D.E. Shaw & Co
New York
$60M +$54.6M +138,253 +479%
UM
90
UniSuper Management
Australia
$59.8M +$28.4K +72 +0%
California State Teachers Retirement System (CalSTRS)
91
California State Teachers Retirement System (CalSTRS)
California
$59.6M -$1.67M -4,238 -2%
SIMG
92
Stephens Investment Management Group
Texas
$59.2M -$290K -736 -0.4%
LPL Financial
93
LPL Financial
California
$59.1M -$15.1M -38,238 -19%
Franklin Resources
94
Franklin Resources
California
$58M -$28.6M -72,532 -31%
Envestnet Asset Management
95
Envestnet Asset Management
Illinois
$57M +$3.09M +7,820 +5%
Handelsbanken Fonder
96
Handelsbanken Fonder
Sweden
$57M -$4.22M -10,682 -6%
Prudential Financial
97
Prudential Financial
New Jersey
$55.9M -$40M -101,428 -39%
MG
98
Markel Group
Virginia
$55.6M
Principal Financial Group
99
Principal Financial Group
Iowa
$55.3M -$3.99M -10,117 -6%
QCM
100
Quantinno Capital Management
New York
$54.5M +$24.4M +61,928 +69%