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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
17.41%
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
ITIM
1276
Indiana Trust & Investment Management
Indiana
$19K
HIW
1277
Holos Integrated Wealth
Pennsylvania
$18.5K +$19.7K +50 New
PAI
1278
Pittenger & Anderson Inc
Nebraska
$18.3K
TFGT
1279
TS Financial Group (TSFG)
Illinois
$18K -$19.7K -50 -50%
GKIM
1280
GW&K Investment Management
Massachusetts
$18K
HIM
1281
Hillsdale Investment Management
Ontario, Canada
$17.9K -$1.01M -2,570 -98%
B
1282
Birchbrook
Maine
$17.9K -$11.8K -30 -38%
MWM
1283
Mascoma Wealth Management
New Hampshire
$17.9K
MAM
1284
Morse Asset Management
Connecticut
$17.9K
QPBE
1285
Quintet Private Bank (Europe)
Luxembourg
$17.9K +$19.7K +50 New
RFS
1286
Richardson Financial Services
Massachusetts
$17.2K
AT
1287
Arlington Trust
Alabama
$17.2K +$16.2K +41 +586%
SIC
1288
SJS Investment Consulting
Ohio
$16.9K +$9.08K +23 +96%
SWM
1289
SHP Wealth Management
Massachusetts
$16.5K +$7.89K +20 +77%
FMP
1290
Financial Management Professionals
Texas
$16.5K -$395 -1 -2%
AIC
1291
Archer Investment Corporation
Indiana
$16.3K
KAS
1292
Kemnay Advisory Services
New York
$16.1K
MEG
1293
Millstone Evans Group
Colorado
$15.8K +$6.31K +16 +57%
UFPG
1294
United Financial Planning Group
New York
$15.4K +$5.53K +14 +48%
SA
1295
Seneschal Advisors
Washington
$15.1K
NEWAS
1296
N.E.W. Advisory Services
Wisconsin
$14.8K
OCM
1297
Orion Capital Management
California
$14.6K
SL
1298
Salomon & Ludwin
Virginia
$14.6K
CAL
1299
Capital Advisors Ltd
Ohio
$14K
PAG
1300
Paladin Advisory Group
Iowa
$13.3K