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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
BlackRock
1
BlackRock
New York
$4.28B +$568M +1,439,850 +14%
VCM
2
Vanguard Capital Management
Pennsylvania
$2.62B +$2.88B +7,301,831 New
VPM
3
Vanguard Portfolio Management
Pennsylvania
$2.1B +$2.31B +5,845,734 New
State Street
4
State Street
Massachusetts
$1.82B +$24.4M +61,882 +1%
Geode Capital Management
5
Geode Capital Management
Massachusetts
$1.09B +$52.7M +133,496 +5%
Morgan Stanley
6
Morgan Stanley
New York
$1.01B -$38.8M -98,293 -3%
UBS Group
7
UBS Group
Switzerland
$782M +$218M +553,366 +34%
Goldman Sachs
8
Goldman Sachs
New York
$690M -$74.3M -188,250 -9%
JP Morgan Chase
9
JP Morgan Chase
New York
$665M +$505M +1,279,548 +203%
Invesco
10
Invesco
Georgia
$605M +$55.5M +140,565 +9%
Charles Schwab
11
Charles Schwab
California
$554M -$364K -923 -0.1%
Northern Trust
12
Northern Trust
Illinois
$509M -$995K -2,522 -0.2%
T. Rowe Price Associates
13
T. Rowe Price Associates
Maryland
$490M -$40.7M -103,135 -7%
UBS AM
14
UBS AM
Illinois
$412M +$26.2M +66,291 +6%
Bank of America
15
Bank of America
North Carolina
$376M -$71.6M -181,406 -15%
Amundi
16
Amundi
France
$358M +$46.8M +118,474 +13%
Sumitomo Mitsui Trust Group
17
Sumitomo Mitsui Trust Group
Japan
$352M +$1.53M +3,886 +0.4%
Nordea Investment Management
18
Nordea Investment Management
Sweden
$343M +$90.7M +229,809 +31%
Fisher Asset Management
19
Fisher Asset Management
Washington
$333M +$27.4M +69,559 +8%
Mirae Asset Global ETFs Holdings
20
Mirae Asset Global ETFs Holdings
Hong Kong
$324M +$42.5M +107,646 +14%
Legal & General Group
21
Legal & General Group
United Kingdom
$292M +$32M +81,196 +11%
Holocene Advisors
22
Holocene Advisors
New York
$283M -$54.4M -137,848 -15%
Victory Capital Management
23
Victory Capital Management
Texas
$272M -$82M -207,695 -22%
Lazard Asset Management
24
Lazard Asset Management
New York
$271M -$1.6M -4,053 -0.5%
Dimensional Fund Advisors
25
Dimensional Fund Advisors
Texas
$254M +$8.27M +20,956 +3%