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Emcor
EME

Overview Fund Activity

933 hedge funds and large institutions have $22.6B invested in Emcor in 2025 Q2 according to their latest regulatory filings, with 174 funds opening new positions, 318 increasing their positions, 336 reducing their positions, and 92 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
933
Holders Change
+69
Holders Change %
+7.99%
% of All Funds
12.51%
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
318
Reduced
336
Closed
92
Calls
$118M
Puts
$109M
Net Calls
+$8.34M
Net Calls Change
-$19M

Top Buyers

1
Victory Capital Management
Victory Capital Management
Texas
+$231M
2
Citadel Advisors
Citadel Advisors
Florida
+$104M
3
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$97.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$82.9M
5
Nordea Investment Management
Nordea Investment Management
Sweden
+$81.9M

Top Sellers

1
Pacer Advisors
Pacer Advisors
Pennsylvania
-$179M
2
BlackRock
BlackRock
New York
-$166M
3
NVCHI
New Vernon Capital Holdings II
New Jersey
-$165M
4
Squarepoint
Squarepoint
New York
-$102M
5
Select Equity Group
Select Equity Group
New York
-$67.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
PSFG
851
Park Square Financial Group
Georgia
$25.1K -$18.7K -35 -43%
MTC
852
Matrix Trust Company
Colorado
$25K -$1.6K -3 -6%
CPG
853
Cornerstone Planning Group
New Jersey
$25K – – –
DWM
854
Dogwood Wealth Management
Kansas
$24.9K -$52K -96 -68%
DWM
855
Darwin Wealth Management
Florida
$24.1K – – –
PCFFS
856
Pacific Center for Financial Services
California
$21.9K – – –
TFA
857
Toth Financial Advisory
Virginia
$21.4K – – –
FMII
858
Farmers & Merchants Investments Inc
Nebraska
$20.3K +$2.67K +5 +15%
LI
859
LRI Investments
Florida
$20K +$20K +37 New
PWMG
860
Prestige Wealth Management Group
New Jersey
$18.7K – – –
CTWM
861
Cherry Tree Wealth Management
Minnesota
$16K – – –
DIP
862
DT Investment Partners
Pennsylvania
$16K – – –
NC
863
NewSquare Capital
Pennsylvania
$16K +$4.81K +9 +43%
KFP
864
Keener Financial Planning
Texas
$16K – – –
VWWMG
865
Vermillion & White Wealth Management Group
Pennsylvania
$15.5K – – –
SIS
866
Sound Income Strategies
Florida
$13.4K -$313K -583 -96%
AP
867
Atwood & Palmer
Missouri
$13.4K – – –
TCM
868
Traub Capital Management
Massachusetts
$13.4K +$13.4K +25 New
CT
869
Clearstead Trust
Maine
$12.8K +$12.8K +24 New
BWL
870
Bogart Wealth LLC
Virginia
$12.3K +$12.3K +23 New
SC
871
SouthState Corp
Florida
$11.8K -$535 -1 -4%
IWM
872
IMG Wealth Management
Florida
$11.8K – – –
SWP
873
Strategic Wealth Partners
Ohio
$11.8K +$11.8K +22 New
BIA
874
Bell Investment Advisors
California
$11.2K +$4.28K +8 +62%
TWD
875
True Wealth Design
Ohio
$11.2K +$8.02K +15 +250%
33 34
35
36 37