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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
EFL
976
ERn Financial LLC
Wisconsin
$309K
PHWM
977
Pine Harbor Wealth Management
Maryland
$309K
IAS
978
Insigneo Advisory Services
Florida
$306K -$345K -874 -51%
PAS
979
Professional Advisory Services
Florida
$305K
C
980
Certuity
Florida
$304K +$334K +847 New
CI
981
CX Institutional
Indiana
$300K +$1.97K +5 +0.6%
CA
982
Commerzbank Aktiengesellschaft
Germany
$298K -$2.76M -7,000 -89%
PL
983
Plancorp LLC
Missouri
$297K +$1.18K +3 +0.4%
CBA
984
Coastal Bridge Advisors
Connecticut
$297K +$60.8K +154 +23%
SFG
985
SevenBridge Financial Group
Pennsylvania
$295K
BW
986
Basepoint Wealth
Iowa
$294K +$40.3K +102 +14%
WMA
987
West Michigan Advisors
Michigan
$294K -$62.7K -159 -16%
AIA
988
Affinity Investment Advisors
California
$293K
RCG
989
Regatta Capital Group
California
$292K +$321K +814 New
WIA
990
World Investment Advisors
California
$292K -$106K -268 -25%
FCT
991
First Community Trust
Iowa
$289K
MCC
992
Malaga Cove Capital
California
$289K +$318K +805 New
TFM
993
Trademark Financial Management
Minnesota
$288K -$110K -278 -26%
ACM
994
Advance Capital Management
Michigan
$288K
MBT
995
Montecito Bank & Trust
California
$288K +$54.9K +139 +21%
OA
996
Oasis Advisors
Iowa
$287K +$316K +800 New
GIA
997
Gladstone Institutional Advisory
Florida
$287K -$19.7K -50 -6%
BPWM
998
Badgley Phelps Wealth Managers
Washington
$286K -$262K -663 -45%
MF
999
Magnetar Financial
Illinois
$286K -$26.4K -67 -8%
PAA
1000
Peregrine Asset Advisers
Oregon
$286K +$78.9K +200 +34%