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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
OL
1176
OneFund LLC
Florida
$114K -$8.68K -22 -7%
NRG
1177
Nemes Rush Group
Michigan
$112K -$3.55K -9 -3%
CSPIA
1178
Cary Street Partners Investment Advisory
Virginia
$110K +$43.8K +111 +57%
OC
1179
Oakworth Capital
Alabama
$109K
Cohen & Steers
1180
Cohen & Steers
New York
$108K +$118K +300 New
FAMI
1181
Fideuram Asset Management (Ireland)
$108K -$578K -1,465 -85%
AA
1182
Addison Advisors
Vermont
$107K +$109K +276 +1,200%
KFAS
1183
Keating Financial Advisory Services
Kansas
$107K +$3.55K +9 +3%
1IA
1184
1620 Investment Advisors
Massachusetts
$103K
ADL
1185
Asset Dedication LLC
California
$103K +$395 +1 +0.4%
BIA
1186
Bell Investment Advisors
California
$100K -$6.71K -17 -6%
BC
1187
Bayforest Capital
United Kingdom
$98.3K -$185K -470 -63%
BWA
1188
Basecamp Wealth Advisors
Washington
$94K +$3.95K +10 +4%
JFGIW
1189
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$91.5K
CTB
1190
Country Trust Bank
Illinois
$91.2K
HBW
1191
Hazlett, Burt & Watson
West Virginia
$90K
NECFA
1192
New England Capital Financial Advisors
Connecticut
$89.8K
WSCM
1193
Wellington Shields Capital Management
New York
$89.7K
ZBNA
1194
Zions Bancorporation, National Association
Utah
$86.8K -$95.5K -242 -50%
BLC
1195
Brown, Lisle/Cummings
Rhode Island
$86.5K +$16.2K +41 +21%
MIHAS
1196
Maj Invest Holding A/S
Denmark
$86K
IBOK
1197
Independence Bank of Kentucky
Kentucky
$84.7K
BIM
1198
Breakwater Investment Management
Washington
$81.1K
HC
1199
Hoese & Co
Minnesota
$80.7K
HFS
1200
Hantz Financial Services
Michigan
$78K +$31.2K +79 +57%