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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
LFG
1126
Larson Financial Group
Missouri
$207K -$3.55K -9 -2%
LIA
1127
LS Investment Advisors
Michigan
$206K -$19.7K -50 -8%
CAM
1128
Cidel Asset Management
Ontario, Canada
$206K +$9.87K +25 +5%
OWA
1129
Octavia Wealth Advisors
Ohio
$206K +$395 +1 +0.2%
NB
1130
Northwest Bancshares
Pennsylvania
$206K
RCM
1131
RB Capital Management
Nevada
$205K +$789 +2 +0.4%
WTC
1132
WhitTier Trust Company
Nevada
$204K +$3.95K +10 +2%
SAM
1133
Simplify Asset Management
Nevada
$204K -$7.89K -20 -3%
CGA
1134
Crescent Grove Advisors
Illinois
$204K -$253K -642 -53%
AZ
1135
Alpha Zero
Florida
$203K +$224K +567 New
MIM
1136
Merrion Investment Management
New Jersey
$203K
NRC
1137
New Republic Capital
North Carolina
$203K +$223K +566 New
AWM
1138
Accurate Wealth Management
Florida
$203K -$2.76K -7 -1%
PFBT
1139
Parkside Financial Bank & Trust
Missouri
$203K +$2.37K +6 +1%
BMWM
1140
Brown Miller Wealth Management
Virginia
$203K
QL
1141
Quarry LP
New York
$202K +$141K +357 +172%
FCAS
1142
First Command Advisory Services
Texas
$202K +$2.37K +6 +1%
CAMG
1143
CWA Asset Management Group
Florida
$201K -$2.68M -6,798 -92%
FA
1144
Fagan Associates
New York
$201K
CS
1145
Cannell & Spears
New York
$201K +$221K +560 New
TCM
1146
Traynor Capital Management
Pennsylvania
$201K +$228K +577 New
GKWIM
1147
Gerber Kawasaki Wealth & Investment Management
California
$201K +$395 +1 +0.2%
WSFS
1148
Wilmington Savings Fund Society
Delaware
$200K +$76.6K +194 +54%
CWIG
1149
Chung Wu Investment Group
Texas
$190K -$468K -1,185 -69%
CSB
1150
City State Bank
Iowa
$190K