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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
Holders
1,413
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AEPWM
1376
Atlantic Edge Private Wealth Management
Florida
$1.79K
FW
1377
Fairway Wealth
Ohio
$1.79K
HNW
1378
High Note Wealth
Minnesota
$1.79K
PPC
1379
Park Place Capital
Alabama
$1.79K
NFSG
1380
Newbridge Financial Services Group
Florida
$1.79K
IA
1381
IFS Advisors
Kansas
$1.79K
TWM
1382
TopTier Wealth Management
Wisconsin
$1.79K
CJ
1383
Caitlin John
Michigan
$1.53K
FLP
1384
Financial Life Planners
Arizona
$1.45K
WA
1385
WPG Advisers
Maryland
$1.44K
1CP
1386
1015 Capital Partners
Pennsylvania
$1.44K
AIS
1387
Advocate Investing Services
Maryland
$1.44K
DF
1388
DecisionPoint Financial
Arizona
$1.44K
AWM
1389
Activest Wealth Management
Florida
$1.08K
ACA
1390
American Capital Advisory
Idaho
$1.08K
HC
1391
Hara Capital
Washington
$1.08K
SRCM
1392
Signature Resources Capital Management
California
$1.08K
NWS
1393
Nvest Wealth Strategies
Ohio
$1.08K
PWA
1394
Portus Wealth Advisors
North Carolina
$1.08K
TM
1395
Torren Management
California
$739
MCA
1396
McGuire Capital Advisors
Oklahoma
$718
RWS
1397
Retirement Wealth Solutions
Wisconsin
$718
CTWM
1398
Cherry Tree Wealth Management
Minnesota
$718
GWM
1399
Geneos Wealth Management
Colorado
$718
TC
1400
Trust Company
Kansas
$718