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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
GWM
1501
Goldenstone Wealth Management
California
-$209K -537 Closed
PAM
1502
PCG Asset Management
New Jersey
-$209K -537 Closed
SCA
1503
Southern Capital Advisors
Tennessee
-$209K -537 Closed
NAG
1504
Northstar Advisory Group
New Jersey
-$209K -536 Closed
CP
1505
Canopy Partners
Ohio
-$208K -535 Closed
CIC
1506
Chase Investment Counsel
Virginia
-$207K -534 Closed
FFG
1507
Frisch Financial Group
New York
-$206K -529 Closed
WAM
1508
Walker Asset Management
Missouri
-$206K -529 Closed
AT
1509
American Trust
Kentucky
-$205K -528 Closed
HBS
1510
Howard Bailey Securities
Indiana
-$205K -528 Closed
RMAM
1511
Raab & Moskowitz Asset Management
New Jersey
-$205K -528 Closed
HWMO
1512
Heritage Wealth Management (Ohio)
Ohio
-$205K -526 Closed
BFA
1513
Beacon Financial Advisory
Ohio
-$202K -520 Closed
SDIC
1514
South Dakota Investment Council
South Dakota
-$195K -500 Closed
AI
1515
AdvisorShares Investments
Maryland
-$171K -440 Closed
VCMGDR
1516
Vinland Capital Management Gestora de Recursos
Brazil
-$161K -408 Closed
EWA
1517
EQ Wealth Advisors
Texas
-$153K -393 Closed
KBFS
1518
Kohmann Bosshard Financial Services
Ohio
-$145K -372 Closed
MA
1519
Modus Advisors
Minnesota
-$129K -332 Closed
BDPWM
1520
Barnes Dennig Private Wealth Management
Ohio
-$127K -326 Closed
SIM
1521
Sentry Investment Management
Wisconsin
-$107K -274 Closed
EI
1522
eCIO Inc
Wisconsin
-$86.8K -223 Closed
WPA
1523
Wealth Preservation Advisors
Tennessee
-$85.2K -219 Closed
SOW
1524
State of Wyoming
Wyoming
-$67.7K -174 Closed
LWANC
1525
Laurel Wealth Advisors (North Carolina)
North Carolina
-$54.9K -141 Closed