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Rockwell Automation

1,401 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, 490 increasing their positions, 479 reducing their positions, and 132 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,401
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
HWMO
1501
Heritage Wealth Management (Ohio)
Ohio
BFA
1502
Beacon Financial Advisory
Ohio
SDIC
1503
South Dakota Investment Council
South Dakota
AI
1504
AdvisorShares Investments
Maryland
VCMGDR
1505
Vinland Capital Management Gestora de Recursos
Brazil
EWA
1506
EQ Wealth Advisors
Texas
KBFS
1507
Kohmann Bosshard Financial Services
Ohio
MA
1508
Modus Advisors
Minnesota
BDPWM
1509
Barnes Dennig Private Wealth Management
Ohio
SIM
1510
Sentry Investment Management
Wisconsin
EI
1511
eCIO Inc
Wisconsin
WPA
1512
Wealth Preservation Advisors
Tennessee
SOW
1513
State of Wyoming
Wyoming
LWANC
1514
Laurel Wealth Advisors (North Carolina)
North Carolina
CWMS
1515
CFG Wealth Management Services
Indiana
GGI
1516
Godsey & Gibb Inc
Virginia
BFPW
1517
BOK Financial Private Wealth
Colorado
FHA
1518
Flagship Harbor Advisors
Massachusetts
UOTTAIMCU
1519
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
EW
1520
Elyxium Wealth
California
CFS
1521
Compass Financial Services
Iowa
HHMI
1522
Howard Hughes Medical Institute
Maryland
HIA
1523
Harbor Investment Advisory
Maryland
IIM
1524
IFC & Insurance Marketing
California
MB
1525
MidFirst Bank
Oklahoma