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1,093 hedge funds and large institutions have $26.1B invested in Emcor in 2025 Q4 according to their latest regulatory filings, with 169 funds opening new positions, 417 increasing their positions, 376 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 169 | Existing positions closed: 117

16% more call options, than puts

Call options by funds: $187M | Put options by funds: $161M

11% more repeat investments, than reductions

Existing positions increased: 417 | Existing positions reduced: 376

3.25% more ownership

Funds ownership: 92.13%95.39% (+3.3%)

3% more funds holding

Funds holding: 1,0621,093 (+31)

2% less capital invested

Capital invested by funds: $26.7B → $26.1B (-$553M)

29% less funds holding in top 10

Funds holding in top 10: 1712 (-5)

Holders
1,093
Holders Change
+31
Holders Change %
+2.92%
% of All Funds
13.3%
Holding in Top 10
12
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-29.41%
% of All Funds
0.15%
New
169
Increased
417
Reduced
376
Closed
117
Calls
$187M
Puts
$161M
Net Calls
+$25.8M
Net Calls Change
-$56M
Name Holding Trade Value Shares
Change
Change in
Stake
SA
976
SRH Advisors
Kansas
$30.6K
WG
977
Wellington Group
Indiana
$29.4K +$31.1K +48 New
OCM
978
Orion Capital Management
California
$28.8K
ZBNA
979
Zions Bancorporation, National Association
Utah
$27.5K +$29.1K +45 New
DWM
980
Darwin Wealth Management
Florida
$27.5K
QC
981
Quent Capital
New York
$26.9K
PCFFS
982
Pacific Center for Financial Services
California
$26.6K
BDPWM
983
Barnes Dennig Private Wealth Management
Ohio
$26.3K +$27.8K +43 New
SR
984
Swiss Re
Switzerland
$25.1K +$26.5K +41 New
MSFP
985
Mark Sheptoff Financial Planning
Connecticut
$24.5K -$38.9K -60 -60%
TFA
986
Toth Financial Advisory
Virginia
$24.5K
MTC
987
Matrix Trust Company
Colorado
$24K +$648 +1 +3%
LI
988
LRI Investments
Florida
$22.9K
CAC
989
Core Alternative Capital
Georgia
$22.6K -$11.7K -18 -33%
PP
990
PFS Partners
New Jersey
$22K +$23.3K +36 New
WA
991
WPG Advisers
Maryland
$22K -$38.2K -59 -62%
BW
992
Basepoint Wealth
Iowa
$22K +$23.3K +36 New
SIS
993
Sound Income Strategies
Florida
$21.8K +$3.88K +6 +24%
CT
994
Clearstead Trust
Maine
$20.2K +$5.83K +9 +38%
T. Rowe Price Investment Management
995
T. Rowe Price Investment Management
Maryland
$19K
SWP
996
Strategic Wealth Partners
Ohio
$19K +$6.47K +10 +48%
CTWM
997
Cherry Tree Wealth Management
Minnesota
$18.4K
DIP
998
DT Investment Partners
Pennsylvania
$18.4K
PSFG
999
Park Square Financial Group
Georgia
$17.2K +$4.53K +7 +23%
FC
1000
Financial Consulate
Maryland
$17.1K