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Rockwell Automation

1,420 hedge funds and large institutions have $34.4B invested in Rockwell Automation in 2026 Q1 according to their latest regulatory filings, with 151 funds opening new positions, 496 increasing their positions, 483 reducing their positions, and 133 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more funds holding in top 10

Funds holding in top 10: 1114 (+3)

14% more first-time investments, than exits

New positions opened: 151 | Existing positions closed: 133

8% more call options, than puts

Call options by funds: $380M | Put options by funds: $351M

3% more repeat investments, than reductions

Existing positions increased: 496 | Existing positions reduced: 483

0.46% more ownership

Funds ownership: 84.87%85.32% (+0.46%)

0% more funds holding

Funds holding: 1,4171,420 (+3)

7% less capital invested

Capital invested by funds: $37B → $34.4B (-$2.67B)

Holders
1,420
Holders Change
+3
Holders Change %
+0.21%
% of All Funds
17.35%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.17%
New
151
Increased
496
Reduced
483
Closed
133
Calls
$380M
Puts
$351M
Net Calls
+$29.1M
Net Calls Change
-$103M

ROK Hedge Fund Activity: Q1 2026 in Review

1,420 of the 8,186 institutional investors tracked by Wall St. Rank reported a position in Rockwell Automation (ROK) for Q1 2026, worth a combined $34.4B — down 7.2% from $37B a quarter earlier.

Buyers outnumbered sellers: 151 funds opened new ROK positions and 133 closed out — a net gain of 18 holders — while 496 added to existing stakes and 483 trimmed.

The largest buyer was BlackRock, adding an estimated $568M. The largest seller was Fullerton Fund Management, exiting entirely with an estimated $180M sold.

  • 1,420 institutional investors held Rockwell Automation (ROK) as of Q1 2026, up from 1,417 in Q4 2025.
  • Funds reported $34.4B of Rockwell Automation stock for Q1 2026, down 7.2% quarter-over-quarter.
  • 151 funds opened new Rockwell Automation positions in Q1 2026 and 133 closed out, a net change of +18 holders.
  • The largest Rockwell Automation buyer in Q1 2026 was BlackRock, an estimated $568M added.
  • The largest Rockwell Automation seller in Q1 2026 was Fullerton Fund Management, an estimated $180M sold.

Based on aggregated 13F filings for Q1 2026.