We are live on ! Find out more
ROK icon

Rockwell Automation

1,414 hedge funds and large institutions have $34.4B invested in Rockwell Automation in 2026 Q1 according to their latest regulatory filings, with 148 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)

14% more first-time investments, than exits

New positions opened: 148 | 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: 1,4151,414 (-1)

7% less capital invested

Capital invested by funds: $37.1B → $34.4B (-$2.71B)

Holders
1,414
Holders Change
-1
Holders Change %
-0.07%
% 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
148
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
BWP
1476
BSW Wealth Partners
Colorado
-$338K -869 Closed
RS
1477
R Squared
Hong Kong
-$319K -821 Closed
WPW
1478
Warther Private Wealth
Ohio
-$311K -800 Closed
CLIP
1479
Colter Lewis Investment Partners
Connecticut
-$283K -728 Closed
CCA
1480
Childress Capital Advisors
Texas
-$278K -716 Closed
BAM
1481
Blueshift Asset Management
New Jersey
-$274K -703 Closed
LWP
1482
LeClair Wealth Partners
Ohio
-$268K -688 Closed
CI
1483
Conning Inc
Connecticut
-$256K -658 Closed
BWM
1484
Bulltick Wealth Management
Florida
-$249K -640 Closed
HCM
1485
Howard Capital Management
Georgia
-$238K -611 Closed
AWA
1486
A4 Wealth Advisors
North Carolina
-$228K -585 Closed
AP
1487
Advisortrust Partners
North Carolina
-$220K -565 Closed
ISL
1488
Ingalls & Snyder LLC
New York
-$216K -554 Closed
AWM
1489
Avior Wealth Management
Nebraska
-$215K -553 Closed
FIB
1490
First Interstate Bank
Montana
-$214K -550 Closed
FWP
1491
Forefront Wealth Partners
Texas
-$214K -550 Closed
SFG
1492
Seamount Financial Group
Colorado
-$214K -550 Closed
WWA
1493
Wealth Watch Advisors
Colorado
-$214K -550 Closed
IAS
1494
Integrity Advisory Solutions
Texas
-$214K -549 Closed
BDL
1495
Banque de Luxembourg
Luxembourg
-$213K -547 Closed
AWA
1496
Argos Wealth Advisors
California
-$212K -545 Closed
ECM
1497
Evergreen Capital Management
Washington
-$210K -541 Closed
AHL
1498
Abel Hall LLC
Louisiana
-$210K -540 Closed
FMLI
1499
Fukoku Mutual Life Insurance
Japan
-$210K -539 Closed
BTW
1500
Boston Trust Walden
Massachusetts
-$209K -538 Closed