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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
GGI
1526
Godsey & Gibb Inc
Virginia
-$48.6K -125 Closed
BFPW
1527
BOK Financial Private Wealth
Colorado
-$33.1K -85 Closed
FHA
1528
Flagship Harbor Advisors
Massachusetts
-$23.5K -60 Closed
UOTTAIMCU
1529
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
-$19.8K -51 Closed
EW
1530
Elyxium Wealth
California
-$14.4K -37 Closed
CFS
1531
Compass Financial Services
Iowa
-$11.7K -30 Closed
HHMI
1532
Howard Hughes Medical Institute
Maryland
-$9.34K -24 Closed
HIA
1533
Harbor Investment Advisory
Maryland
-$8.56K -22 Closed
IIM
1534
IFC & Insurance Marketing
California
-$8K -20 Closed
MB
1535
MidFirst Bank
Oklahoma
-$3.11K -8 Closed
GWM
1536
Greenline Wealth Management
Florida
-$2.61K -7 Closed
IWM
1537
IMG Wealth Management
Florida
-$2.33K -6 Closed
CIA
1538
Cape Investment Advisory
Georgia
-$1.95K -5 Closed
OC
1539
Optima Capital
Oregon
-$1.56K -4 Closed
WW
1540
Winnow Wealth
Texas
-$1.56K -4 Closed
KCM
1541
Key Capital Management
Tennessee
-$1.17K -3 Closed
IPS
1542
Investors Portfolio Services
Washington
-$657 -2 Closed
LIA
1543
Luken Investment Analytics
Tennessee
-$389 -1 Closed
QA
1544
Quattro Advisors
Pennsylvania
-$389 -1 Closed