We are live on ! Find out more

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
RWM
1101
Rialto Wealth Management
New York
$9.6K +$2.18K +3 +30%
BFS
1102
Bare Financial Services
Pennsylvania
$9.6K
AW
1103
Avion Wealth
Texas
$9K +$2.91K +4 +44%
RF
1104
Rossby Financial
Florida
$8.36K +$2.18K +3 +38%
FIM
1105
FWL Investment Management
Texas
$8.12K
BHWM
1106
Bay Harbor Wealth Management
Maryland
$8.12K +$2.18K +3 +38%
CMP
1107
Coston McIsaac & Partners
Maine
$8K +$8.73K +12 New
SWM
1108
SHP Wealth Management
Massachusetts
$7.38K +$5.82K +8 +400%
EFMH
1109
E Fund Management (HK)
Hong Kong
$7.38K +$7.28K +10 New
PSFG
1110
Park Square Financial Group
Georgia
$6.64K -$21.1K -29 -76%
CH
1111
Cromwell Holdings
Wyoming
$6.64K +$728 +1 +13%
BCWM
1112
Bartlett & Co Wealth Management
Ohio
$6.37K +$728 +1 +17%
NWS
1113
Nvest Wealth Strategies
Ohio
$5.91K
IAS
1114
IMA Advisory Services
Colorado
$5.91K -$728 -1 -11%
ACM
1115
Accent Capital Management
Ohio
$5.91K
GBT
1116
Grove Bank & Trust
Florida
$5.91K
MCA
1117
McGuire Capital Advisors
Oklahoma
$5.91K
CFM
1118
Cornerstone Financial Management
Massachusetts
$5.91K +$2.18K +3 +60%
WA
1119
Westfuller Advisors
New York
$5.18K
ADL
1120
Asset Dedication LLC
California
$5.17K
SSG
1121
Summit Securities Group
New York
$5.17K -$42.9K -59 -89%
HFS
1122
Hughes Financial Services
Virginia
$5.17K +$1.46K +2 +40%
VNA
1123
Valley National Advisers
Pennsylvania
$5K
EWM
1124
Evolution Wealth Management
Florida
$4.43K
HCM
1125
Hollencrest Capital Management
California
$4.43K +$728 +1 +20%