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Emerson Electric

2,207 hedge funds and large institutions have $61.5B invested in Emerson Electric in 2025 Q4 according to their latest regulatory filings, with 241 funds opening new positions, 754 increasing their positions, 818 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed

159% more first-time investments, than exits

New positions opened: 241 | Existing positions closed: 93

42% more call options, than puts

Call options by funds: $403M | Put options by funds: $283M

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

5% more funds holding

Funds holding: 2,1002,207 (+107)

1.96% more ownership

Funds ownership: 80.46%82.42% (+2%)

4% more capital invested

Capital invested by funds: $59.3B → $61.5B (+$2.18B)

8% less repeat investments, than reductions

Existing positions increased: 754 | Existing positions reduced: 818

Holders
2,207
Holders Change
+107
Holders Change %
+5.1%
% of All Funds
26.85%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
241
Increased
754
Reduced
818
Closed
93
Calls
$403M
Puts
$283M
Net Calls
+$120M
Net Calls Change
-$112M
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1601
Rooted Wealth Advisors
Illinois
$345K +$8.49K +64 +3%
PAG
1602
Powers Advisory Group
Illinois
$345K +$345K +2,600 New
KFGK
1603
Keystone Financial Group (Kentucky)
Kentucky
$345K +$21.4K +161 +7%
AA
1604
Alesco Advisors
New York
$344K
NFC
1605
Northstar Financial Companies
Pennsylvania
$343K +$1.86K +14 +0.5%
SDAM
1606
Shulman DeMeo Asset Management
New York
$342K +$265 +2 +0.1%
CCA
1607
Childress Capital Advisors
Texas
$341K +$15K +113 +5%
BFC
1608
Bedel Financial Consulting
Indiana
$341K
CWM
1609
CarsonAllaria Wealth Management
Illinois
$341K +$398 +3 +0.1%
PPWM
1610
Paragon Private Wealth Management
Kentucky
$340K -$6.9K -52 -2%
PE
1611
PCM Encore
Colorado
$338K +$338K +2,547 New
BMM
1612
Berkshire Money Management
Massachusetts
$336K +$335K +2,528 New
TWM
1613
Tradition Wealth Management
Minnesota
$335K +$2.12K +16 +0.6%
TBT
1614
Texas Bank & Trust
Texas
$334K
AIA
1615
AssuredPartners Investment Advisors
Florida
$334K +$96.7K +729 +41%
CLOS
1616
Compagnie Lombard Odier SCmA
Switzerland
$334K
CMP
1617
Coston McIsaac & Partners
Maine
$334K -$38.7K -292 -10%
BWM
1618
Birchcreek Wealth Management
Ohio
$333K
CF
1619
Claris Financial
Virginia
$333K
MEAC
1620
M.E. Allison & Co
Texas
$332K -$13.3K -100 -4%
EW
1621
Expressive Wealth
Illinois
$332K +$332K +2,500 New
BB
1622
Berkshire Bank
Massachusetts
$332K
DIA
1623
Dean Investment Associates
Ohio
$331K -$4.25K -32 -1%
CL
1624
COWA LLC
Oklahoma
$330K
FPH
1625
Financial Planning Hawaii
Hawaii
$330K +$330K +2,484 New