We are live on ! Find out more
ROK icon

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
RB
201
Rodgers Brothers
Pennsylvania
$16.5M -$238K -603 -1%
OC
202
Oppenheimer & Co
New York
$16.2M -$2.47M -6,269 -12%
Janney Montgomery Scott
203
Janney Montgomery Scott
Pennsylvania
$15.8M -$189K -479 -1%
Nomura Asset Management
204
Nomura Asset Management
Japan
$15.7M +$2.33M +5,906 +16%
GD
205
Grandfield & Dodd
New York
$15.7M -$541K -1,370 -3%
MSV
206
MN Services Vermogensbeheer
Netherlands
$15.6M
KK
207
KLP Kapitalforvaltning
Norway
$15.4M +$821K +2,080 +5%
TWIM
208
TIAA Wealth Investment Management
New York
$15.4M +$17M +42,991 New
KeyBank National Association
209
KeyBank National Association
Ohio
$15.2M +$817K +2,070 +5%
Creative Planning
210
Creative Planning
Kansas
$15.1M +$1.16M +2,951 +8%
LI
211
LMCG Investments
Massachusetts
$15M +$152K +385 +0.9%
CBU
212
CIBC Bancorp USA
Illinois
$15M +$16.5M +41,853 New
CWP
213
Core Wealth Partners
California
$15M +$24.5K +62 +0.1%
N
214
Natixis
France
$14.9M +$2.89M +7,313 +21%
NAM
215
Nissay Asset Management
Japan
$14.8M -$40.1M -101,552 -71%
AWM
216
Apollon Wealth Management
South Carolina
$14.6M +$5.04M +12,779 +46%
EAM
217
Erste Asset Management
Austria
$14.5M +$13.7M +34,658 +518%
Cetera Investment Advisers
218
Cetera Investment Advisers
Illinois
$14.4M +$743K +1,882 +5%
Ensign Peak Advisors
219
Ensign Peak Advisors
Utah
$14.3M +$2.87M +7,271 +22%
WP
220
Woodline Partners
California
$14.2M +$4.95M +12,532 +46%
IP
221
Isthmus Partners
Wisconsin
$14.1M -$503K -1,274 -3%
CVA
222
Ceredex Value Advisors
Florida
$14M -$25.3M -64,229 -62%
NAMI
223
Nomura Asset Management International
Pennsylvania
$14M +$347K +879 +2%
State of New Jersey Common Pension Fund D
224
State of New Jersey Common Pension Fund D
New Jersey
$13.6M
BA
225
Bridgewater Associates
Connecticut
$13.6M +$14.5M +36,759 +3,535%