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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
CAM
1451
Congress Asset Management
Massachusetts
-$903K -2,322 Closed
CAS
1452
Coppell Advisory Solutions
Texas
-$909K -2,310 Closed
OQS
1453
Occudo Quantitative Strategies
Florida
-$775K -1,991 Closed
GCM
1454
Gallacher Capital Management
Colorado
-$657K -1,689 Closed
BIM
1455
Bridges Investment Management
Nebraska
-$630K -1,619 Closed
XT
1456
XTX Topco
Cayman Islands
-$543K -1,395 Closed
VT
1457
Volterra Technologies
New York
-$532K -1,368 Closed
CP
1458
CenterBook Partners
Connecticut
-$503K -1,294 Closed
UFF
1459
USA Financial Formulas
Michigan
-$488K -1,253 Closed
BBA
1460
Baader Bank Aktiengesellschaft
Germany
-$470K -1,215 Closed
MWM
1461
Moran Wealth Management
Florida
-$466K -1,199 Closed
FCM
1462
Fieldview Capital Management
Michigan
-$459K -1,179 Closed
MCM
1463
Massar Capital Management
Connecticut
-$442K -1,137 Closed
BBL
1464
Beck Bode LLC
Massachusetts
-$437K -1,124 Closed
R
1465
Rebalance
California
-$436K -1,122 Closed
SRL
1466
Scientech Research LLC
New Jersey
-$428K -1,101 Closed
FFM
1467
Forum Financial Management
Illinois
-$407K -1,047 Closed
KPF
1468
K2 Principal Fund
Ontario, Canada
-$404K -1,039 Closed
WWM
1469
Whalen Wealth Management
Nevada
-$379K -975 Closed
HP
1470
Havemeyer Place
Connecticut
-$373K -958 Closed
1C
1471
111 Capital
France
-$368K -947 Closed
SLC
1472
Second Line Capital
Louisiana
-$356K -916 Closed
ACP
1473
Arcus Capital Partners
Georgia
-$353K -907 Closed
A
1474
AlphaQuest
New York
-$345K -887 Closed
BWP
1475
BSW Wealth Partners
Colorado
-$338K -869 Closed