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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
OCM
2001
Orion Capital Management
California
$26.2K
SNB
2002
Security National Bank
Nebraska
$26.2K
TCM
2003
TruNorth Capital Management
Michigan
$26.2K
PAG
2004
Paladin Advisory Group
Iowa
$25.2K
GFA
2005
Gifford Fong Associates
California
$23K
RBC
2006
Roble Belko & Company
Pennsylvania
$23K +$4.91K +36 +26%
FIM
2007
FWL Investment Management
Texas
$21.6K
FFO
2008
Fortitude Family Office
Arizona
$21.3K +$273 +2 +1%
PWMG
2009
Private Wealth Management Group
New Jersey
$20.6K
MCA
2010
Midwest Capital Advisors
Michigan
$20.5K
NWM
2011
Nova Wealth Management
Florida
$20K -$5.59K -41 -21%
KA
2012
Kozak & Associates
Colorado
$19.3K -$2.18K -16 -10%
GA
2013
GoalVest Advisory
New York
$19K
CCM
2014
Cloud Capital Management
Washington
$19K +$20.5K +150 New
HWP
2015
Highline Wealth Partners
California
$18.5K +$4.77K +35 +33%
MFT
2016
Moisand Fitzgerald Tamayo
Florida
$17.3K
IWP
2017
IAG Wealth Partners
Wisconsin
$17.1K +$682 +5 +4%
TCA
2018
Trifecta Capital Advisors
Illinois
$16.3K -$89.2K -654 -84%
FMP
2019
Financial Management Professionals
Texas
$16.1K -$273 -2 -2%
AEPWM
2020
Atlantic Edge Private Wealth Management
Florida
$16K
TFGT
2021
TS Financial Group (TSFG)
Illinois
$16K +$5.73K +42 +55%
HHMI
2022
Howard Hughes Medical Institute
Maryland
$15.9K
EP
2023
Essential Partners
California
$14.8K +$818 +6 +6%
IP
2024
Isthmus Partners
Wisconsin
$14.6K -$245K -1,794 -2%
MA
2025
MCF Advisors
Kentucky
$14.3K +$3.41K +25 +30%

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.