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Emerson Electric

2,100 hedge funds and large institutions have $59.3B invested in Emerson Electric in 2025 Q3 according to their latest regulatory filings, with 127 funds opening new positions, 724 increasing their positions, 822 reducing their positions, and 126 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more call options, than puts

Call options by funds: $453M | Put options by funds: $221M

1% more first-time investments, than exits

New positions opened: 127 | Existing positions closed: 126

4% less capital invested

Capital invested by funds: $61.6B → $59.3B (-$2.27B)

1.58% less ownership

Funds ownership: 82.04%80.46% (-1.6%)

2% less funds holding

Funds holding: 2,1352,100 (-35)

12% less repeat investments, than reductions

Existing positions increased: 724 | Existing positions reduced: 822

50% less funds holding in top 10

Funds holding in top 10: 2814 (-14)

Holders
2,100
Holders Change
-35
Holders Change %
-1.64%
% of All Funds
27.56%
Holding in Top 10
14
Holding in Top 10 Change
-14
Holding in Top 10 Change %
-50%
% of All Funds
0.18%
New
127
Increased
724
Reduced
822
Closed
126
Calls
$453M
Puts
$221M
Net Calls
+$232M
Net Calls Change
-$93.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1851
Sentry Investment Management
Wisconsin
$187K -$76.8K -563 -29%
TCB
1852
Texas Capital Bancshares
Texas
$187K -$31.4K -230 -14%
BIA
1853
Bell Investment Advisors
California
$181K +$545 +4 +0.3%
TFA
1854
Transamerica Financial Advisors
Florida
$175K -$54.9K -403 -23%
PWA
1855
Provenance Wealth Advisors
Florida
$174K
SIS
1856
Sound Income Strategies
Florida
$172K -$80.7K -592 -31%
AT
1857
Avalon Trust
New Mexico
$171K +$682 +5 +0.4%
WA
1858
Westfuller Advisors
New York
$165K +$172K +1,260 New
HC
1859
Hoese & Co
Minnesota
$159K -$20.5K -150 -11%
AT
1860
Arlington Trust
Alabama
$159K
FFC
1861
First Financial Corp
Indiana
$157K
QPBE
1862
Quintet Private Bank (Europe)
Luxembourg
$157K
UFF
1863
USA Financial Formulas
Michigan
$155K -$32.9K -241 -17%
GEA
1864
Glen Eagle Advisors
New Jersey
$155K +$3.14K +23 +2%
CYG
1865
Clean Yield Group
Vermont
$153K
HWA
1866
Heartwood Wealth Advisors
Virginia
$152K +$158K +1,161 New
FCT
1867
First Community Trust
Iowa
$151K -$136K -1,000 -46%
KFA
1868
Kelleher Financial Advisors
New York
$149K +$155K +1,138 New
CT
1869
Colonial Trust
South Carolina
$147K -$3.41K -25 -2%
PSB
1870
Piscataqua Savings Bank
New Hampshire
$145K
ME
1871
McIlrath & Eck
Washington
$145K +$34.1K +250 +29%
EPIMS
1872
Evelyn Partners Investment Management Services
$145K +$151K +1,105 New
VT
1873
Volterra Technologies
New York
$144K -$958K -7,025 -86%
PP
1874
Pingora Partners
Wyoming
$144K
JWA
1875
JFS Wealth Advisors
Pennsylvania
$142K

EMR Hedge Fund Activity: Q3 2025 in Review

2,100 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q3 2025, worth a combined $59.3B — down 3.7% from $61.6B a quarter earlier.

Buyers outnumbered sellers: 127 funds opened new EMR positions and 126 closed out — a net gain of 1 holder — while 724 added to existing stakes and 822 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.2B. The largest seller was Stifel Financial, cutting an estimated $444M.

  • 2,100 institutional investors held Emerson Electric (EMR) as of Q3 2025, down from 2,135 in Q2 2025.
  • Funds reported $59.3B of Emerson Electric stock for Q3 2025, down 3.7% quarter-over-quarter.
  • 127 funds opened new Emerson Electric positions in Q3 2025 and 126 closed out, a net change of +1 holder.
  • The largest Emerson Electric buyer in Q3 2025 was JP Morgan Chase, an estimated $1.2B added.
  • The largest Emerson Electric seller in Q3 2025 was Stifel Financial, an estimated $444M sold.

Based on aggregated 13F filings for Q3 2025.