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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
TCWA
1051
Turtle Creek Wealth Advisors
Texas
$247K -$1.97K -5 -0.7%
CIAS
1052
Capital Investment Advisory Services
North Carolina
$245K +$395 +1 +0.1%
FFM
1053
Flagstone Financial Management
Nebraska
$244K
VFA
1054
Values First Advisors
Tennessee
$244K +$1.58K +4 +0.6%
MAM
1055
Milestone Asset Management
Pennsylvania
$244K +$1.18K +3 +0.4%
CFG
1056
Carr Financial Group
Massachusetts
$244K +$395 +1 +0.1%
HAG
1057
HighPoint Advisor Group
Illinois
$243K -$1.35M -3,432 -84%
SEIA
1058
Signature Estate & Investment Advisors
California
$240K +$1.58K +4 +0.6%
CNC
1059
Citizens & Northern Corp
Pennsylvania
$239K
DI
1060
Diligent Investors
California
$239K +$395 +1 +0.2%
LS
1061
Livforsakringsbolaget Skandia
Sweden
$238K
VPF
1062
Vantage Point Financial
Illinois
$238K -$4.34K -11 -2%
PWPS
1063
Pinnacle Wealth Planning Services
Ohio
$238K +$1.58K +4 +0.6%
JSW
1064
Journey Strategic Wealth
New Jersey
$237K -$28.4K -72 -10%
AWM
1065
Aries Wealth Management
Maine
$237K
JIC
1066
Johnson Investment Counsel
Ohio
$237K -$297K -753 -53%
IAA
1067
Independent Advisor Alliance
North Carolina
$235K -$789 -2 -0.3%
FBFS
1068
First Business Financial Services
Wisconsin
$235K +$2.76K +7 +1%
BIAS
1069
Beacon Investment Advisory Services
New Jersey
$234K +$9.08K +23 +4%
ACM
1070
Alessandra Capital Management
California
$234K +$257K +651 New
PW
1071
Paladin Wealth
Minnesota
$234K +$257K +651 New
SFO
1072
Stenger Family Office
Illinois
$231K
DT
1073
DV Trading
Illinois
$230K +$205K +520 +433%
FCH
1074
Freestone Capital Holdings
Washington
$229K +$24.9K +63 +11%
FFP
1075
FourThought Financial Partners
Florida
$229K -$311K -788 -55%