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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
SC
1351
Sawyer & Company
Massachusetts
$3.59K
KG
1352
Kilter Group
New York
$3.59K +$789 +2 +25%
RWM
1353
Rialto Wealth Management
New York
$3.59K +$789 +2 +25%
CSC
1354
Caldwell Sutter Capital
California
$3.23K
HWP
1355
Highline Wealth Partners
California
$3.23K +$1.18K +3 +50%
BH
1356
Burk Holdings
Oklahoma
$3.23K +$3.55K +9 New
SIM
1357
Synergy Investment Management
Florida
$3.23K +$3.55K +9 New
MFT
1358
Moisand Fitzgerald Tamayo
Florida
$2.87K
PP
1359
PFS Partners
New Jersey
$2.87K
IW
1360
Imprint Wealth
South Carolina
$2.87K
HFS
1361
Hughes Financial Services
Virginia
$2.87K +$1.58K +4 +100%
EF
1362
Entrust Financial
Pennsylvania
$2.51K
CIAS
1363
CBIZ Investment Advisory Services
Ohio
$2.51K -$2.76K -7 -50%
AIM
1364
Anchor Investment Management
South Carolina
$2.51K
BW
1365
Bravera Wealth
North Dakota
$2.51K
HCM
1366
Hollencrest Capital Management
California
$2.51K
VWM
1367
Vermillion Wealth Management
Minnesota
$2.51K +$2.76K +7 New
NWM
1368
Nova Wealth Management
Florida
$2.18K
PWMG
1369
Private Wealth Management Group
New Jersey
$2.15K
WWM
1370
Wolff Wiese Magana
California
$2.15K
FG
1371
Fairman Group
Pennsylvania
$2.15K
GWS
1372
Greykasell Wealth Strategies
California
$2.15K +$2.37K +6 New
HWA
1373
Heritage Wealth Advisors
Virginia
$2.15K +$2.37K +6 New
CMP
1374
Coston McIsaac & Partners
Maine
$2K
CC
1375
Corsicana & Co
Texas
$1.81K