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1,156 hedge funds and large institutions have $30.5B invested in Emcor in 2026 Q1 according to their latest regulatory filings, with 175 funds opening new positions, 439 increasing their positions, 393 reducing their positions, and 89 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more first-time investments, than exits

New positions opened: 175 | Existing positions closed: 89

64% more call options, than puts

Call options by funds: $222M | Put options by funds: $135M

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

17% more capital invested

Capital invested by funds: $26.1B → $30.5B (+$4.36B)

12% more repeat investments, than reductions

Existing positions increased: 439 | Existing positions reduced: 393

6% more funds holding

Funds holding: 1,0931,156 (+63)

2.51% less ownership

Funds ownership: 95.39%92.87% (-2.5%)

Holders
1,156
Holders Change
+63
Holders Change %
+5.76%
% of All Funds
14.24%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.2%
New
175
Increased
439
Reduced
393
Closed
89
Calls
$222M
Puts
$135M
Net Calls
+$86.5M
Net Calls Change
+$60.7M
Name Holding Trade Value Shares
Change
Change in
Stake
LI
1026
LRI Investments
Florida
$45.3K +$17.5K +24 +65%
ZBNA
1027
Zions Bancorporation, National Association
Utah
$44.3K +$10.9K +15 +33%
AFC
1028
Ares Financial Consulting
California
$44.1K +$42.2K +58 New
RFS
1029
Richardson Financial Services
Massachusetts
$43.6K +$2.91K +4 +7%
AAG
1030
Armstrong Advisory Group
Massachusetts
$41.3K +$24K +33 +143%
QC
1031
Quent Capital
New York
$41.3K +$8.73K +12 +27%
AWM
1032
Activest Wealth Management
Florida
$40.6K +$728 +1 +2%
SIM
1033
Synergy Investment Management
Florida
$40K +$39.3K +54 New
AA
1034
Addison Advisors
Vermont
$38.4K
MSFP
1035
Mark Sheptoff Financial Planning
Connecticut
$37.3K
SA
1036
SRH Advisors
Kansas
$36.9K
TFA
1037
Toth Financial Advisory
Virginia
$36.9K +$7.28K +10 +25%
BWA
1038
Basecamp Wealth Advisors
Washington
$35.4K +$34.2K +47 +4,700%
APW
1039
Aventura Private Wealth
Florida
$35.4K +$34.9K +48 New
IPS
1040
Investors Portfolio Services
Washington
$34.9K -$57.5K -79 -63%
WG
1041
Wellington Group
Indiana
$34.7K -$728 -1 -2%
OCM
1042
Orion Capital Management
California
$34.7K
BDPWM
1043
Barnes Dennig Private Wealth Management
Ohio
$33.2K +$1.46K +2 +5%
OCWP
1044
Owl Creek Wealth Partners
Colorado
$33.2K +$32.8K +45 New
MTC
1045
Matrix Trust Company
Colorado
$32K +$2.18K +3 +8%
TFIPS
1046
Towarzystwo Funduszy Inwestycyjnych PZU SA
$31K -$29.1K -40 -49%
PCFFS
1047
Pacific Center for Financial Services
California
$30.3K
SR
1048
Swiss Re
Switzerland
$30.3K
FFO
1049
Fortitude Family Office
Arizona
$28.1K +$16K +22 +138%
PP
1050
PFS Partners
New Jersey
$26.6K