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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
Public Employees Retirement Association of Colorado
176
Public Employees Retirement Association of Colorado
Colorado
$19.2M +$16.8M +42,500 +391%
Nomura Holdings
177
Nomura Holdings
Japan
$19M +$20.2M +51,295 +2,953%
Mariner
178
Mariner
Kansas
$19M -$3.88M -9,826 -16%
SLAM
179
Swiss Life Asset Management
$18.9M +$5.24M +13,270 +34%
VIA
180
Vanguard Investments Australia
Australia
$18.9M +$20.7M +52,562 New
CIC
181
Carnegie Investment Counsel
Ohio
$18.9M -$1.18M -3,002 -5%
TD Asset Management
182
TD Asset Management
Ontario, Canada
$18.8M +$953K +2,414 +5%
CRB
183
Chad R. Baker
$18.7M -$7.89K -20 -0%
WJWM
184
Williams Jones Wealth Management
New York
$18.7M +$2.77M +7,013 +16%
Natixis Advisors
185
Natixis Advisors
Massachusetts
$18.4M -$881K -2,232 -4%
PAM
186
Panagora Asset Management
Massachusetts
$18.4M -$297K -752 -1%
AT
187
Arbejdsmarkedets Tillaegspension
$18.2M +$20M +50,802 New
Swedbank
188
Swedbank
Sweden
$18M -$657K -1,665 -3%
APG Asset Management
189
APG Asset Management
Netherlands
$17.9M -$31.6K -80 -0.1%
Susquehanna International Group
190
Susquehanna International Group
Pennsylvania
$17.8M +$1.55M +3,940 +9%
TAM
191
Tocqueville Asset Management
New York
$17.7M +$531K +1,345 +3%
NSAM
192
North Star Asset Management
Wisconsin
$17.4M -$551K -1,397 -3%
Treasurer of the State of North Carolina
193
Treasurer of the State of North Carolina
North Carolina
$17.4M +$409K +1,036 +2%
PGFC
194
Peapack-Gladstone Financial Corp
New Jersey
$17.3M -$46.2K -117 -0.2%
TI
195
Tidal Investments
Wisconsin
$17.1M +$7.8M +19,767 +70%
CB
196
Commerce Bank
Missouri
$17M -$85.2K -216 -0.5%
GI
197
Gradient Investments
Minnesota
$16.9M +$3.59M +9,099 +24%
CWM
198
Cabot Wealth Management
Massachusetts
$16.8M -$264K -668 -1%
Focus Partners Wealth
199
Focus Partners Wealth
Massachusetts
$16.6M +$4.19M +10,611 +30%
Daiwa Securities Group
200
Daiwa Securities Group
Japan
$16.6M -$161K -409 -0.9%