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944 hedge funds and large institutions have $22.7B invested in Emcor in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 321 increasing their positions, 343 reducing their positions, and 94 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more funds holding in top 10

Funds holding in top 10: 919 (+10)

85% more first-time investments, than exits

New positions opened: 174 | Existing positions closed: 94

45% more capital invested

Capital invested by funds: $15.7B → $22.7B (+$7.03B)

8% more funds holding

Funds holding: 873944 (+71)

8% more call options, than puts

Call options by funds: $118M | Put options by funds: $109M

0.9% more ownership

Funds ownership: 94.06%94.97% (+0.9%)

6% less repeat investments, than reductions

Existing positions increased: 321 | Existing positions reduced: 343

Holders
944
Holders Change
+71
Holders Change %
+8.13%
% of All Funds
12.43%
Holding in Top 10
19
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+111.11%
% of All Funds
0.25%
New
174
Increased
321
Reduced
343
Closed
94
Calls
$118M
Puts
$109M
Net Calls
+$8.34M
Net Calls Change
-$19M
Name Holding Trade Value Shares
Change
Change in
Stake
Lido Advisors
701
Lido Advisors
California
$325K +$268K +608 New
AO
702
Advisor OS
Illinois
$325K +$16.8K +38 +7%
DWM
703
Dakota Wealth Management
Florida
$325K +$3.97K +9 +2%
KA
704
Klingman & Associates
New York
$324K +$267K +605 New
AF
705
Advisornet Financial
Minnesota
$324K -$6.62K -15 -2%
DDC
706
DF Dent & Co
Maryland
$324K
KLCM
707
KG&L Capital Management
Louisiana
$321K
PGWM
708
Parisi Gray Wealth Management
New Jersey
$321K
SC
709
Shay Capital
New York
$321K +$265K +600 New
PFW
710
Petros Family Wealth
Minnesota
$316K -$37.1K -84 -12%
VSQM
711
V-Square Quantitative Management
Illinois
$309K -$46.3K -105 -15%
FAG
712
Fortitude Advisory Group
Washington
$309K
AWA
713
Amplius Wealth Advisors
Pennsylvania
$306K -$17.6K -40 -7%
OF
714
Optimize Financial
California
$306K -$1.76K -4 -0.7%
RCM
715
Raleigh Capital Management
North Carolina
$306K +$32.2K +73 +15%
GJIA
716
Glass Jacobson Investment Advisors
Maryland
$303K
SPC
717
Sigma Planning Corp
Michigan
$300K +$248K +561 New
FCA
718
FLC Capital Advisors
California
$300K
NRD
719
Nebula Research & Development
New York
$297K +$245K +556 New
HSA
720
HBK Sorce Advisory
Pennsylvania
$295K -$1.32K -3 -0.5%
FT
721
Fiduciary Trust
Massachusetts
$292K
CIC
722
Chase Investment Counsel
Virginia
$291K -$625K -1,416 -72%
CWM
723
Cornerstone Wealth Management
Missouri
$290K +$240K +543 New
Financial Engines Advisors
724
Financial Engines Advisors
California
$290K
BP
725
Ballentine Partners
Massachusetts
$290K +$239K +542 New

EME Hedge Fund Activity: Q2 2025 in Review

944 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Emcor (EME) for Q2 2025, worth a combined $22.7B — up 45% from $15.7B a quarter earlier.

Buyers outnumbered sellers: 174 funds opened new EME positions and 94 closed out — a net gain of 80 holders — while 321 added to existing stakes and 343 trimmed.

The largest buyer was Victory Capital Management, adding an estimated $189M. The largest seller was Pacer Advisors, cutting an estimated $148M.

  • 944 institutional investors held Emcor (EME) as of Q2 2025, up from 873 in Q1 2025.
  • Funds reported $22.7B of Emcor stock for Q2 2025, up 45% quarter-over-quarter.
  • 174 funds opened new Emcor positions in Q2 2025 and 94 closed out, a net change of +80 holders.
  • The largest Emcor buyer in Q2 2025 was Victory Capital Management, an estimated $189M added.
  • The largest Emcor seller in Q2 2025 was Pacer Advisors, an estimated $148M sold.

Based on aggregated 13F filings for Q2 2025.