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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
CA
1151
CoreCap Advisors
Michigan
$188K -$11.8K -30 -5%
CHC
1152
City Holding Co
West Virginia
$187K
AF
1153
Advisornet Financial
Minnesota
$183K -$1.58K -4 -0.8%
TF
1154
Tompkins Financial
New York
$173K
DPW
1155
DiNuzzo Private Wealth
Pennsylvania
$170K
WETS
1156
Wealth Enhancement Trust Services
South Dakota
$166K +$182K +462 New
TFM
1157
TFC Financial Management
Massachusetts
$165K -$15.8K -40 -8%
NB
1158
NBT Bank
New York
$159K -$34.7K -88 -17%
SS
1159
SBI Securities
Japan
$152K +$7.1K +18 +4%
CT
1160
Coastline Trust
Rhode Island
$149K
TSMHT
1161
Thurston Springer Miller Herd & Titak
Indiana
$146K -$9.47K -24 -6%
RIL
1162
Rothschild Investment LLC
Illinois
$144K
ECM
1163
Estabrook Capital Management
New York
$144K
TIM
1164
Thompson Investment Management
Wisconsin
$144K
VNA
1165
Valley National Advisers
Pennsylvania
$143K
IAAG
1166
Innovative Asset Advisors Group
Connecticut
$141K +$155K +392 New
TCOT
1167
Trust Company of Toledo
Ohio
$136K
SS
1168
Sunbelt Securities
Texas
$134K +$789 +2 +0.5%
CBT
1169
Crews Bank & Trust
Florida
$134K
NWM
1170
Navigoe Wealth Management
California
$126K
CFO
1171
CVA Family Office
Colorado
$124K +$33.9K +86 +33%
DJSG
1172
D.J. St. Germain
Massachusetts
$122K +$31.2K +79 +30%
HWA
1173
HHM Wealth Advisors
Tennessee
$122K +$134K +340 New
CH
1174
Cromwell Holdings
Wyoming
$119K +$1.18K +3 +0.9%
MMCM
1175
Murphy & Mullick Capital Management
New York
$117K