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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
PE
1026
PCM Encore
Colorado
$260K +$17K +43 +6%
IIC
1027
Ironwood Investment Counsel
Arizona
$259K +$395 +1 +0.1%
PCA
1028
Pallas Capital Advisors
Massachusetts
$259K -$6.31K -16 -2%
CT
1029
Colonial Trust
South Carolina
$258K +$789 +2 +0.3%
ST
1030
Smithfield Trust
Pennsylvania
$258K +$74.6K +189 +36%
Capstone Investment Advisors
1031
Capstone Investment Advisors
New York
$258K -$317K -804 -53%
CFG
1032
Citizens Financial Group
Rhode Island
$257K -$114K -289 -29%
AIA
1033
AssuredPartners Investment Advisors
Florida
$257K -$187K -473 -40%
7WCP
1034
71 West Capital Partners
Massachusetts
$256K +$33.5K +85 +14%
KV
1035
Kickstand Ventures
New York
$256K -$55.2K -140 -16%
LA
1036
LexAurum Advisors
Kansas
$255K +$280K +710 New
CFFP
1037
Center for Financial Planning
Michigan
$254K -$23.7K -60 -8%
BFS
1038
Bradley Foster & Sargent
Connecticut
$253K +$15K +38 +6%
EGM
1039
Engineers Gate Manager
New York
$253K +$279K +706 New
SL
1040
Sentinus LLC
Illinois
$252K +$395 +1 +0.1%
CP
1041
Cumberland Partners
Ontario, Canada
$252K -$37.5K -95 -12%
PFA
1042
Professional Financial Advisors
Nebraska
$251K
CFP
1043
Catalyst Financial Partners
Massachusetts
$251K +$17K +43 +7%
CCIA
1044
Cherry Creek Investment Advisors
Colorado
$251K +$789 +2 +0.3%
WCP
1045
Welch Capital Partners
New York
$250K
WTB
1046
Washington Trust Bank
Washington
$249K -$6.31K -16 -2%
WAG
1047
Wilkerson Advisory Group
Missouri
$249K -$459K -1,162 -63%
GDP
1048
Great Diamond Partners
Maine
$249K +$56K +142 +26%
RA
1049
Ruggaard & Associates
Ohio
$249K +$789 +2 +0.3%
JWA
1050
JFS Wealth Advisors
Pennsylvania
$248K +$789 +2 +0.3%