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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
RS
1476
R Squared
Hong Kong
-$319K -821 Closed
WPW
1477
Warther Private Wealth
Ohio
-$311K -800 Closed
CLIP
1478
Colter Lewis Investment Partners
Connecticut
-$283K -728 Closed
CCA
1479
Childress Capital Advisors
Texas
-$278K -716 Closed
BAM
1480
Blueshift Asset Management
New Jersey
-$274K -703 Closed
LWP
1481
LeClair Wealth Partners
Ohio
-$268K -688 Closed
CI
1482
Conning Inc
Connecticut
-$256K -658 Closed
BWM
1483
Bulltick Wealth Management
Florida
-$249K -640 Closed
HCM
1484
Howard Capital Management
Georgia
-$238K -611 Closed
AWA
1485
A4 Wealth Advisors
North Carolina
-$228K -585 Closed
AP
1486
Advisortrust Partners
North Carolina
-$220K -565 Closed
ISL
1487
Ingalls & Snyder LLC
New York
-$216K -554 Closed
AWM
1488
Avior Wealth Management
Nebraska
-$215K -553 Closed
FIB
1489
First Interstate Bank
Montana
-$214K -550 Closed
FWP
1490
Forefront Wealth Partners
Texas
-$214K -550 Closed
SFG
1491
Seamount Financial Group
Colorado
-$214K -550 Closed
WWA
1492
Wealth Watch Advisors
Colorado
-$214K -550 Closed
IAS
1493
Integrity Advisory Solutions
Texas
-$214K -549 Closed
BDL
1494
Banque de Luxembourg
Luxembourg
-$213K -547 Closed
AWA
1495
Argos Wealth Advisors
California
-$212K -545 Closed
ECM
1496
Evergreen Capital Management
Washington
-$210K -541 Closed
AHL
1497
Abel Hall LLC
Louisiana
-$210K -540 Closed
FMLI
1498
Fukoku Mutual Life Insurance
Japan
-$210K -539 Closed
BTW
1499
Boston Trust Walden
Massachusetts
-$209K -538 Closed
GWM
1500
Goldenstone Wealth Management
California
-$209K -537 Closed