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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
SSG
1326
Summit Securities Group
New York
$6.46K -$58K -147 -89%
AIM
1327
Axiom Investment Management
New York
$6.46K +$7.1K +18 New
RCM
1328
Ravenstone Capital Management
$6.46K +$7.1K +18 New
WA
1329
Whipplewood Advisors
Colorado
$6.46K +$7.1K +18 New
AW
1330
Avion Wealth
Texas
$6K -$395 -1 -5%
SWA
1331
Strategic Wealth Advisors
Arizona
$6K
MSWM
1332
Mowery & Schoenfeld Wealth Management
Illinois
$5.74K -$1.58K -4 -20%
SC
1333
Solstein Capital
California
$5.74K
SGFG
1334
Silver Grove Financial Group
New York
$5.74K +$6.31K +16 New
AWM
1335
Abound Wealth Management
Tennessee
$5.39K
JFA
1336
JNBA Financial Advisors
Minnesota
$5.38K +$5.92K +15 New
DF
1337
Dunhill Financial
United Kingdom
$5.13K +$1.18K +3 +27%
CFM
1338
Cornerstone Financial Management
Massachusetts
$5.02K +$789 +2 +17%
CAL
1339
Capital Analysts LLC
Pennsylvania
$5K -$3.55K -9 -41%
CPG
1340
Cornerstone Planning Group
New Jersey
$4.8K -$3.95K -10 -45%
AFC
1341
Ares Financial Consulting
California
$4.8K
SN
1342
Sittner & Nelson
Oregon
$4.67K
EP
1343
Essential Partners
California
$4.67K -$9.08K -23 -64%
AP
1344
Aspect Partners
Virginia
$4.67K
JGIA
1345
Jackson Grant Investment Advisers
Connecticut
$4.31K
CFD
1346
Creative Financial Designs
Indiana
$3.96K -$3.95K -10 -48%
EWP
1347
Elevation Wealth Partners
California
$3.95K -$3.55K -9 -45%
AS
1348
Altshuler Shaham
Israel
$3.95K +$4.34K +11 New
IRC
1349
Investors Research Corp
Georgia
$3.95K +$4.34K +11 New
MWA
1350
Medallion Wealth Advisors
Connecticut
$3.76K