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Emerson Electric

2,135 hedge funds and large institutions have $61.6B invested in Emerson Electric in 2025 Q2 according to their latest regulatory filings, with 208 funds opening new positions, 723 increasing their positions, 838 reducing their positions, and 116 closing their positions.

New
Increased
Maintained
Reduced
Closed

155% more funds holding in top 10

Funds holding in top 10: 1128 (+17)

139% more call options, than puts

Call options by funds: $559M | Put options by funds: $234M

79% more first-time investments, than exits

New positions opened: 208 | Existing positions closed: 116

23% more capital invested

Capital invested by funds: $49.9B → $61.6B (+$11.7B)

3% more funds holding

Funds holding: 2,0692,135 (+66)

1.17% more ownership

Funds ownership: 80.86%82.04% (+1.2%)

14% less repeat investments, than reductions

Existing positions increased: 723 | Existing positions reduced: 838

Holders
2,135
Holders Change
+66
Holders Change %
+3.19%
% of All Funds
28.11%
Holding in Top 10
28
Holding in Top 10 Change
+17
Holding in Top 10 Change %
+154.55%
% of All Funds
0.37%
New
208
Increased
723
Reduced
838
Closed
116
Calls
$559M
Puts
$234M
Net Calls
+$325M
Net Calls Change
+$139M
Name Holding Trade Value Shares
Change
Change in
Stake
FAI
2001
Fiduciary Advisors Inc
Missouri
$37.5K
TCM
2002
Tradewinds Capital Management
Washington
$37.5K
TCM
2003
Traub Capital Management
Massachusetts
$37.3K +$32.1K +280 New
PP
2004
PFS Partners
New Jersey
$36.3K +$12.4K +108 +66%
LAM
2005
LOM Asset Management
$35K +$29.8K +260 New
FDW
2006
Fourth Dimension Wealth
Ohio
$34.7K
DRP
2007
Decker Retirement Planning
Utah
$34.3K
AAG
2008
Accordant Advisory Group
Maryland
$34.1K
IWM
2009
Inlight Wealth Management
Georgia
$34.1K
WW
2010
Winnow Wealth
Texas
$34.1K +$27.3K +238 +1,322%
SR
2011
Syntax Research
Florida
$33.5K -$412K -3,588 -93%
YP
2012
YANKCOM Partnership
South Dakota
$33.2K +$688 +6 +2%
NC
2013
NewSquare Capital
Pennsylvania
$33.1K +$2.87K +25 +11%
CIAS
2014
CBIZ Investment Advisory Services
Ohio
$33K +$2.06K +18 +8%
CIA
2015
Cape Investment Advisory
Georgia
$32.7K
TC
2016
Trust Company
Kansas
$32.7K
MAFA
2017
MJT & Associates Financial Advisory
Minnesota
$32.5K
NEWAS
2018
N.E.W. Advisory Services
Wisconsin
$32K -$37.3K -325 -58%
NRG
2019
Nemes Rush Group
Michigan
$31.7K
WOC
2020
West Oak Capital
California
$31.6K +$315K +2,747 +13%
MMCM
2021
Murphy & Mullick Capital Management
New York
$30.1K
DWM
2022
Darwin Wealth Management
Florida
$29.5K -$5.16K -45 -17%
VIS
2023
Vega Investment Solutions
France
$28.9K -$1.62M -14,153 -98%
IHWM
2024
Iron Horse Wealth Management
Iowa
$28.7K
CA
2025
Centerpoint Advisors
Massachusetts
$28K -$18.5K -161 -44%

EMR Hedge Fund Activity: Q2 2025 in Review

2,135 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q2 2025, worth a combined $61.6B — up 23% from $49.9B a quarter earlier.

Buyers outnumbered sellers: 208 funds opened new EMR positions and 116 closed out — a net gain of 92 holders — while 723 added to existing stakes and 838 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $616M. The largest seller was DZ Bank, cutting an estimated $524M.

  • 2,135 institutional investors held Emerson Electric (EMR) as of Q2 2025, up from 2,069 in Q1 2025.
  • Funds reported $61.6B of Emerson Electric stock for Q2 2025, up 23% quarter-over-quarter.
  • 208 funds opened new Emerson Electric positions in Q2 2025 and 116 closed out, a net change of +92 holders.
  • The largest Emerson Electric buyer in Q2 2025 was JP Morgan Chase, an estimated $616M added.
  • The largest Emerson Electric seller in Q2 2025 was DZ Bank, an estimated $524M sold.

Based on aggregated 13F filings for Q2 2025.