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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
AP
1401
Atwood & Palmer
Missouri
$718 +$789 +2 New
FWM
1402
Focused Wealth Management
New York
$718 +$789 +2 New
HPBT
1403
Hickory Point Bank & Trust
Illinois
$718 +$789 +2 New
CMA
1404
Cedar Mountain Advisors
Oregon
$369
BHWM
1405
Beaird Harris Wealth Management
Texas
$359
BWM
1406
Benson Wealth Management
Tennessee
$359
DCM
1407
Davis Capital Management
Florida
$359
EFMH
1408
E Fund Management (HK)
Hong Kong
$359
NL
1409
NVWM LLC
Pennsylvania
$359
3FI
1410
3 Factor Indexing
California
$359 +$395 +1 New
FC
1411
Financial Consulate
Maryland
$359 +$395 +1 New
NF
1412
Napier Financial
Massachusetts
$359 +$395 +1 New
QWM
1413
Quaker Wealth Management
New Jersey
$359 +$395 +1 New
RCM
1414
Raleigh Capital Management
North Carolina
$24
Norges Bank
1415
Norges Bank
Norway
-$616M -1,582,224 Closed
FFM
1416
Fullerton Fund Management
Singapore
-$180M -463,267 Closed
Artisan Partners
1417
Artisan Partners
Wisconsin
-$84.9M -218,176 Closed
FGP
1418
Freestone Grove Partners
California
-$62.9M -161,697 Closed
CC
1419
Cartenna Capital
Connecticut
-$48.6M -125,000 Closed
YCM
1420
Yaupon Capital Management
New York
-$36.5M -93,793 Closed
Lord, Abbett & Co
1421
Lord, Abbett & Co
New Jersey
-$23.3M -60,000 Closed
PTPFOECYE
1422
PBU - The Pension Fund of Early Childhood & Youth Educators
-$19.7M -50,547 Closed
ADEF
1423
Adams Diversified Equity Fund
Maryland
-$19M -48,900 Closed
HF
1424
HRT Financial
New York
-$13.5M -34,813 Closed
Skandinaviska Enskilda Banken (SEB)
1425
Skandinaviska Enskilda Banken (SEB)
Sweden
-$13.1M -33,617 Closed