We are live on ! Find out more
ROK icon

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
QC
1201
Quent Capital
New York
$76.5K -$1.97K -5 -2%
PGAM
1202
Princeton Global Asset Management
New Jersey
$73.9K
BOJHT
1203
Bank of Jackson Hole Trust
Wyoming
$71.8K +$6.71K +17 +9%
RFP
1204
Root Financial Partners
California
$71.4K
CIM
1205
Contravisory Investment Management
Massachusetts
$68.9K -$5.92K -15 -7%
APW
1206
Aventura Private Wealth
Florida
$68.2K +$1.58K +4 +2%
MNA
1207
Manning & Napier Advisors
New York
$66.4K
DMBA
1208
Deseret Mutual Benefit Administrators
Utah
$66K +$32.4K +82 +80%
RBC
1209
Roble Belko & Company
Pennsylvania
$63K -$18.9K -48 -22%
API
1210
Asset Planning Inc
California
$62.1K
WSFG
1211
Wall Street Financial Group
Illinois
$60.7K +$66.7K +169 New
OP
1212
Oslo Pensjonsforsikring
$60.6K +$66.7K +169 New
SWM
1213
Spire Wealth Management
Virginia
$60.5K -$4.4M -11,157 -99%
KFA
1214
Kelleher Financial Advisors
New York
$59.1K
OPTFSNA
1215
Old Point Trust & Financial Services N A
Virginia
$55.3K
STB
1216
S&T Bank
Pennsylvania
$53.8K -$118K -300 -67%
RS
1217
Rakuten Securities
Japan
$53.5K +$41K +104 +231%
BHWM
1218
Bay Harbor Wealth Management
Maryland
$52.6K +$52.9K +134 +1,117%
RL
1219
Rogco LP
Oklahoma
$49.9K
EDRH
1220
Edmond de Rothschild Holding
Switzerland
$49.5K
SGK
1221
Steigerwald Gordon & Koch
Virginia
$48.4K
SWP
1222
Strategic Wealth Partners
Ohio
$48.1K
AG
1223
AmeriFlex Group
Nevada
$46.7K
CM
1224
Capula Management
Cayman Islands
$46.7K +$51.3K +130 New
SIS
1225
Strategic Investment Solutions
Illinois
$46.3K