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Rockwell Automation

1,402 hedge funds and large institutions have $34.3B invested in Rockwell Automation in 2026 Q1 according to their latest regulatory filings, with 144 funds opening new positions, 491 increasing their positions, 479 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,402
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
14
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$380M
Puts
$351M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AT
1501
American Trust
Kentucky
HWMO
1502
Heritage Wealth Management (Ohio)
Ohio
BFA
1503
Beacon Financial Advisory
Ohio
SDIC
1504
South Dakota Investment Council
South Dakota
AI
1505
AdvisorShares Investments
Maryland
VCMGDR
1506
Vinland Capital Management Gestora de Recursos
Brazil
EWA
1507
EQ Wealth Advisors
Texas
KBFS
1508
Kohmann Bosshard Financial Services
Ohio
MA
1509
Modus Advisors
Minnesota
BDPWM
1510
Barnes Dennig Private Wealth Management
Ohio
SIM
1511
Sentry Investment Management
Wisconsin
EI
1512
eCIO Inc
Wisconsin
WPA
1513
Wealth Preservation Advisors
Tennessee
SOW
1514
State of Wyoming
Wyoming
LWANC
1515
Laurel Wealth Advisors (North Carolina)
North Carolina
CWMS
1516
CFG Wealth Management Services
Indiana
GGI
1517
Godsey & Gibb Inc
Virginia
BFPW
1518
BOK Financial Private Wealth
Colorado
FHA
1519
Flagship Harbor Advisors
Massachusetts
UOTTAIMCU
1520
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
EW
1521
Elyxium Wealth
California
CFS
1522
Compass Financial Services
Iowa
HHMI
1523
Howard Hughes Medical Institute
Maryland
HIA
1524
Harbor Investment Advisory
Maryland
IIM
1525
IFC & Insurance Marketing
California