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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
PTC
151
Philadelphia Trust Company
Pennsylvania
$26M -$177K -448 -0.6%
VNIM
152
Vaughan Nelson Investment Management
Texas
$25.8M +$625K +1,585 +2%
US Bancorp
153
US Bancorp
Minnesota
$25.8M -$328K -832 -1%
GIP
154
Granite Investment Partners
California
$24.2M +$795K +2,014 +3%
New York State Common Retirement Fund
155
New York State Common Retirement Fund
New York
$24.2M -$158K -400 -0.6%
HCMG
156
Howard Capital Management Group
California
$23.7M +$26M +65,905 New
BFO
157
Boston Family Office
Massachusetts
$23.3M -$2.8M -7,090 -10%
State of Wisconsin Investment Board
158
State of Wisconsin Investment Board
Wisconsin
$22.9M +$846K +2,144 +3%
Parnassus Investments
159
Parnassus Investments
California
$22.6M -$715K -1,813 -3%
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$22.2M +$3.95M +9,999 +19%
SEI Investments
161
SEI Investments
Pennsylvania
$22.1M -$13.8M -35,007 -36%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$21.2M +$3.03M +7,673 +15%
CF
163
Covea Finance
France
$21M -$1.22M -3,100 -5%
GIA
164
GHP Investment Advisors
Colorado
$20.8M +$565K +1,431 +3%
ZIG
165
Zurich Insurance Group
Switzerland
$20.8M -$20.7M -52,490 -48%
PI
166
PineBridge Investments
New York
$20.8M -$5.63M -14,278 -20%
Asset Management One
167
Asset Management One
Japan
$20.7M -$92.3K -234 -0.4%
AAF
168
Andra AP-fonden
Sweden
$20.4M +$2.71M +6,863 +14%
EAM
169
Eventide Asset Management
Massachusetts
$20.1M +$1.51M +3,821 +7%
OIMU
170
Osmosis Investment Management UK
United Kingdom
$20.1M -$6.42M -16,263 -23%
Chevy Chase Trust
171
Chevy Chase Trust
Maryland
$20M -$678K -1,717 -3%
Ohio Public Employees Retirement System (OPERS)
172
Ohio Public Employees Retirement System (OPERS)
Ohio
$19.7M +$2.2M +5,585 +11%
JCM
173
Jag Capital Management
Missouri
$19.6M +$7.54M +19,118 +54%
SC
174
SouthState Corp
Florida
$19.5M +$232K +587 +1%
HBCM
175
Heron Bay Capital Management
Michigan
$19.4M +$6.95M +17,603 +48%