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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
SFC
1001
Strategic Financial Concepts
Texas
$286K +$1.18K +3 +0.4%
BB
1002
Busey Bank
Illinois
$283K
HR
1003
Howe & Rusling
New York
$283K
MM
1004
MQS Management
New York
$283K +$103K +260 +49%
HBT
1005
Hills Bank & Trust
Iowa
$282K
FMI
1006
Frec Markets Inc
California
$282K -$53.3K -135 -15%
GCM
1007
Graham Capital Management
Connecticut
$282K -$2.53M -6,400 -89%
MKA
1008
M. Kulyk & Associates
Georgia
$276K
TWM
1009
Tradition Wealth Management
Minnesota
$276K +$1.58K +4 +0.5%
SACTSONJ
1010
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$273K -$766K -1,940 -72%
NS
1011
NBC Securities
Alabama
$272K
MG
1012
Mather Group
Illinois
$272K +$35.5K +90 +13%
CT
1013
ClearAlpha Technologies
Connecticut
$272K +$299K +757 New
PWMAG
1014
Pinnacle Wealth Management Advisory Group
New Jersey
$271K +$7.5K +19 +3%
MCM
1015
Maple Capital Management
Vermont
$270K
AI
1016
Accredited Investors
Minnesota
$269K +$1.18K +3 +0.4%
T
1017
TOBAM
France
$269K +$296K +749 New
WFA
1018
Wellspring Financial Advisors
Ohio
$268K +$73.8K +187 +33%
KF
1019
Krilogy Financial
Missouri
$267K +$14.6K +37 +6%
CTC
1020
Central Trust Company
Missouri
$266K +$46.6K +118 +19%
SIA
1021
Soltis Investment Advisors
Utah
$265K -$3.55K -9 -1%
EPW
1022
Evolve Private Wealth
California
$265K +$291K +738 New
LIM
1023
Leavell Investment Management
Alabama
$263K +$1.18K +3 +0.4%
TNA
1024
True North Advisors
Texas
$261K -$6.71K -17 -2%
FWM
1025
Foguth Wealth Management
Michigan
$260K -$14.2K -36 -6%