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Emerson Electric
EMR

Overview Fund Activity

2,094 hedge funds and large institutions have $61.2B invested in Emerson Electric in 2025 Q2 according to their latest regulatory filings, with 205 funds opening new positions, 711 increasing their positions, 821 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,094
Holders Change
+53
Holders Change %
+2.6%
% of All Funds
28.07%
Holding in Top 10
28
Holding in Top 10 Change
+16
Holding in Top 10 Change %
+133.33%
% of All Funds
0.38%
New
205
Increased
711
Reduced
821
Closed
115
Calls
$559M
Puts
$234M
Net Calls
+$325M
Net Calls Change
+$139M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$716M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$408M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$288M
4
Bank of America
Bank of America
North Carolina
+$263M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$208M

Top Sellers

1
DZ Bank
DZ Bank
Germany
-$610M
2
Pacer Advisors
Pacer Advisors
Pennsylvania
-$284M
3
UBS Group
UBS Group
Switzerland
-$169M
4
Invesco
Invesco
Georgia
-$153M
5
Jane Street
Jane Street
New York
-$138M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
1751
TriaGen Wealth Management
California
$231K +$231K +1,731 New
FA
1752
Fagan Associates
New York
$229K +$229K +1,721 New
COCM
1753
Charter Oak Capital Management
New Hampshire
$229K +$229K +1,718 New
SWA
1754
Stratos Wealth Advisors
Ohio
$229K +$229K +1,715 New
TFM
1755
TFC Financial Management
Massachusetts
$228K – – –
ADL
1756
Asset Dedication LLC
California
$228K -$2.53K -19 -1%
SFG
1757
Sovereign Financial Group
Connecticut
$228K +$228K +1,709 New
FPCP
1758
Fort Point Capital Partners
California
$228K +$228K +1,708 New
CIG
1759
Cullen Investment Group
Louisiana
$227K -$30.5K -229 -12%
OP
1760
ORG Partners
Indiana
$227K +$6.35K +29 +3%
PSF
1761
Pacific Sun Financial
California
$227K +$227K +1,700 New
JSC
1762
Jackson Square Capital
California
$226K +$226K +1,695 New
UIM
1763
Unified Investment Management
Georgia
$226K +$226K +1,693 New
BHWM
1764
Beaird Harris Wealth Management
Texas
$225K -$6.94K -52 -3%
MCCA
1765
Mill Creek Capital Advisors
Pennsylvania
$225K -$43.7K -328 -16%
MCM
1766
Monument Capital Management
Virginia
$225K +$225K +1,684 New
SIM
1767
Studio Investment Management
Illinois
$224K -$267 -2 -0.1%
CA
1768
Carson Advisory
Georgia
$223K +$223K +1,676 New
CT
1769
Clearstead Trust
Maine
$223K +$36K +270 +19%
EFG
1770
Embree Financial Group
Illinois
$223K +$223K +1,675 New
RW
1771
RVW Wealth
California
$223K -$73.3K -550 -25%
AAS
1772
Annex Advisory Services
Wisconsin
$223K +$223K +1,672 New
CH
1773
Cromwell Holdings
Wyoming
$223K – – –
SPF
1774
South Plains Financial
Texas
$223K +$3.33K +25 +2%
MWM
1775
MGB Wealth Management
Texas
$222K +$222K +1,668 New
69 70
71
72 73