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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
LAM
1101
L2 Asset Management
Massachusetts
$218K +$16.2K +41 +7%
KCP
1102
Kera Capital Partners
California
$218K +$26.8K +68 +13%
AWM
1103
Accel Wealth Management
Iowa
$217K
CPW
1104
Cove Private Wealth
New York
$217K +$1.97K +5 +0.8%
PBF
1105
Petix & Botte Financial
California
$215K -$118K -300 -50%
FWP
1106
Fiduciary Wealth Partners
Massachusetts
$215K -$27.6K -70 -10%
BWP
1107
Burling Wealth Partners
Illinois
$215K
GG
1108
Greenwood Gearhart
Arkansas
$215K
SSA
1109
South Street Advisors
New York
$215K
BGA
1110
Battery Global Advisors
Massachusetts
$215K +$214K +543 +987%
BA
1111
Bridgewater Advisors
New York
$214K +$186K +471 New
RIA
1112
Retirement Investment Advisors
Oklahoma
$213K
FWP
1113
Falcon Wealth Planning
California
$213K +$1.18K +3 +0.5%
PAM
1114
PVG Asset Management
Colorado
$212K +$181K +458 New
PC
1115
Purewater Capital
Texas
$212K +$233K +591 New
HDIM
1116
Hanson & Doremus Investment Management
Vermont
$212K -$4.74K -12 -2%
AF
1117
Avanza Fonder
Sweden
$212K +$169K +427 +262%
SB
1118
Simmons Bank
Arkansas
$211K -$7.89K -20 -3%
GFP
1119
Gryphon Financial Partners
Ohio
$210K +$231K +585 New
TW
1120
ticino wealth
California
$210K -$32K -81 -12%
QPWM
1121
Quadrant Private Wealth Management
Pennsylvania
$209K -$58.8K -149 -20%
CWM
1122
Cornerstone Wealth Management
Missouri
$209K +$6.31K +16 +3%
FCP
1123
Fidelis Capital Partners
Florida
$209K +$3.95K +10 +2%
UAS
1124
United Asset Strategies
New York
$208K
FMTC
1125
Farmers & Merchants Trust Company
California
$208K +$5.92K +15 +3%