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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
IAS
1226
IMA Advisory Services
Colorado
$44.9K
PAM
1227
Parvin Asset Management
South Dakota
$44.9K
IWP
1228
IAG Wealth Partners
Wisconsin
$44.5K
FWA
1229
Flagship Wealth Advisors
Massachusetts
$44.2K
TFG
1230
Team Financial Group
California
$44K +$395 +1 +0.8%
TFIPS
1231
Towarzystwo Funduszy Inwestycyjnych PZU SA
$43.1K -$17.8K -45 -27%
B
1232
Bayban
Minnesota
$43.1K
FGAM
1233
Financial Gravity Asset Management
Texas
$43.1K +$47.4K +120 New
GSEP
1234
Golden State Equity Partners
California
$43.1K +$47.4K +120 New
C
1235
Covestor
United Kingdom
$41K -$579K -1,468 -93%
OCWP
1236
Owl Creek Wealth Partners
Colorado
$40.9K +$45K +114 New
S
1237
Sachetta
Massachusetts
$40.7K
FP
1238
Financial Perspectives
Minnesota
$40.2K
M
1239
MOTCO
Texas
$40.2K
DWS
1240
Dynamic Wealth Strategies
California
$36.6K -$395 -1 -1%
CNBTD
1241
Citizens National Bank Trust Department
Mississippi
$35.9K
KOCAA
1242
Knights of Columbus Asset Advisors
Connecticut
$35.9K
RC
1243
Rexford Capital
Texas
$35.9K
FUBT
1244
First United Bank & Trust
Maryland
$34.5K
GBT
1245
Grove Bank & Trust
Florida
$33.7K
MCM
1246
Manchester Capital Management
Vermont
$33K +$5.13K +13 +16%
TPWA
1247
Twin Peaks Wealth Advisors
California
$33K +$36.3K +92 New
CB
1248
Community Bank
New York
$32.3K
CCWM
1249
Cassaday & Co Wealth Management
Virginia
$30.8K +$33.9K +86 New
FHC
1250
First Horizon Corporation
Tennessee
$30.5K +$1.18K +3 +4%