We are live on ! Find out more

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
PTC
776
Petrus Trust Company
Texas
$223K +$184K +416 New
WC
777
Waterloo Capital
Texas
$221K +$183K +414 New
AWS
778
Atria Wealth Solutions
New York
$221K -$121K -275 -40%
TIM
779
Thor Investment Management
Ohio
$219K +$181K +410 New
RSWM
780
Robertson Stephens Wealth Management
California
$218K -$85.2K -193 -32%
SMA
781
Seven Mile Advisory
New Jersey
$216K +$178K +404 New
SAG
782
SageView Advisory Group
California
$215K +$150K +341 New
PTCG
783
Pring Turner Capital Group
California
$214K +$177K +401 New
ATC
784
Adirondack Trust Company
New York
$214K -$8.82K -20 -5%
AA
785
Armis Advisers
Georgia
$212K +$175K +397 New
FFP
786
Freedom Financial Partners
Minnesota
$212K +$175K +396 New
APW
787
Austin Private Wealth
Texas
$211K +$174K +394 New
CFB
788
Cullen/Frost Bankers
Texas
$210K +$68.8K +156 +66%
LOAMU
789
Lombard Odier Asset Management (USA)
New York
$210K +$173K +392 New
Massachusetts Financial Services
790
Massachusetts Financial Services
Massachusetts
$210K +$173K +392 New
SW
791
SVB Wealth
Massachusetts
$208K -$12.8K -29 -7%
SB
792
Strategic Blueprint
Georgia
$207K -$339K -768 -67%
FHA
793
Flagship Harbor Advisors
Massachusetts
$207K +$170K +386 New
CIBC World Market
794
CIBC World Market
Ontario, Canada
$205K +$169K +384 New
CRI
795
Colonial River Investments
Virginia
$204K +$165K +373 New
CPA
796
Capital Performance Advisors
California
$204K +$168K +381 New
PSP
797
Principal Street Partners
Tennessee
$202K +$167K +378 New
GM
798
GeoWealth Management
Illinois
$188K -$703K -1,594 -82%
IBOK
799
Independence Bank of Kentucky
Kentucky
$187K +$17.6K +40 +13%
Fidelity International
800
Fidelity International
Bermuda
$182K +$150K +340 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.