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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
AEPWM
1376
Atlantic Edge Private Wealth Management
Florida
$1.79K +$1.97K +5 New
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 +$395 +1 +25%
IA
1381
IFS Advisors
Kansas
$1.79K +$1.97K +5 New
TWM
1382
TopTier Wealth Management
Wisconsin
$1.79K +$1.97K +5 New
CJ
1383
Caitlin John
Michigan
$1.53K
FLP
1384
Financial Life Planners
Arizona
$1.45K +$1.58K +4 New
WA
1385
WPG Advisers
Maryland
$1.44K -$789 -2 -33%
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 -$3.16K -8 -73%
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 +$1.18K +3 New
PWA
1394
Portus Wealth Advisors
North Carolina
$1.08K +$1.18K +3 New
TM
1395
Torren Management
California
$739
MCA
1396
McGuire Capital Advisors
Oklahoma
$718 -$3.95K -10 -83%
RWS
1397
Retirement Wealth Solutions
Wisconsin
$718 -$789 -2 -50%
CTWM
1398
Cherry Tree Wealth Management
Minnesota
$718
GWM
1399
Geneos Wealth Management
Colorado
$718
TC
1400
Trust Company
Kansas
$718