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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
PWMG
1251
Prestige Wealth Management Group
New Jersey
$30.1K
Kayne Anderson Rudnick Investment Management
1252
Kayne Anderson Rudnick Investment Management
California
$29.4K
GEA
1253
Glen Eagle Advisors
New Jersey
$29.2K
FC
1254
Fairscale Capital
New Hampshire
$28.4K
SEP
1255
Signature Equity Partners
Ohio
$27.4K -$11.8K -30 -28%
WBC
1256
West Branch Capital
Massachusetts
$26.9K
PB
1257
Pinnacle Bancorp
Nebraska
$26.6K
MCM
1258
MV Capital Management
Maryland
$25.8K -$395 -1 -1%
FFO
1259
Fortitude Family Office
Arizona
$25.5K -$6.71K -17 -19%
EIM
1260
Essex Investment Management
Massachusetts
$25.1K
VWM
1261
Valley Wealth Managers
New Jersey
$23.3K
DAM
1262
Delta Asset Management
Tennessee
$23.3K +$789 +2 +3%
HNB
1263
Hilltop National Bank
Wyoming
$23.3K +$25.6K +65 New
W
1264
WealthCollab
Washington
$23K
FDCP
1265
Foster Dykema Cabot & Partners
Massachusetts
$23K
GPFA
1266
Game Plan Financial Advisors
Ohio
$23K
DWM
1267
Darwin Wealth Management
Florida
$22.9K
BGAI
1268
Bruce G. Allen Investments
Colorado
$22.6K
TFA
1269
Transamerica Financial Advisors
Florida
$22.5K +$2.76K +7 +13%
MHR
1270
Matthew Hamilton Rosenberg
$22.3K
BWL
1271
Bogart Wealth LLC
Virginia
$21.9K +$8.68K +22 +56%
SIS
1272
Sound Income Strategies
Florida
$21.4K +$9.47K +24 +71%
RF
1273
Rossby Financial
Florida
$21.4K +$8.68K +22 +61%
AFG
1274
Albion Financial Group
Utah
$20.5K
CCM
1275
Copeland Capital Management
Pennsylvania
$19.4K +$21.3K +54 New