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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
CB
1301
CNB Bank
Pennsylvania
$12.9K
VNT
1302
Vanguard National Trust
Pennsylvania
$12.9K +$14.2K +36 New
JGCM
1303
Joseph Group Capital Management
Ohio
$12.6K +$1.97K +5 +17%
SIC
1304
Salem Investment Counselors
North Carolina
$12.2K +$13.4K +34 New
GWP
1305
Gen-Wealth Partners
Michigan
$10.8K
VERPA
1306
Virginia Estate & Retirement Planning Advisors
Virginia
$10.4K +$11.4K +29 New
GCM
1307
Gunpowder Capital Management
Maryland
$10.4K
HFM
1308
Harvest Fund Management
China
$10K
WA
1309
Westfuller Advisors
New York
$9.93K -$789 -2 -7%
TCM
1310
Triumph Capital Management
Colorado
$9.85K +$3.95K +10 +59%
UCB
1311
United Community Bank
South Carolina
$9.69K
NL
1312
NorthAvenue LLC
Ohio
$9.33K
JWM
1313
JPL Wealth Management
Colorado
$8.97K +$9.87K +25 New
MAM
1314
Marquette Asset Management
Minnesota
$8.97K -$5.13K -13 -34%
BFS
1315
Bare Financial Services
Pennsylvania
$8.97K +$1.58K +4 +19%
DWM
1316
Dogwood Wealth Management
Kansas
$7.89K +$1.97K +5 +29%
TCM
1317
TD Capital Management
Tennessee
$7.56K -$25.6K -65 -76%
CCM
1318
Chilton Capital Management
Texas
$7.18K -$789 -2 -9%
BWAM
1319
Boyd Watterson Asset Management
Ohio
$7.18K
JSAM
1320
J. Safra Asset Management
New York
$7.18K
TWD
1321
True Wealth Design
Ohio
$7.18K +$2.76K +7 +54%
YP
1322
YANKCOM Partnership
South Dakota
$7.18K +$7.89K +20 New
OAJ
1323
Ogorek Anthony Joseph
New York
$7K
ACM
1324
Aster Capital Management
United Arab Emirates
$6.98K -$244K -618 -96%
PWA
1325
Physician Wealth Advisors
Utah
$6.82K -$11.4K -29 -60%