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Emerson Electric

2,121 hedge funds and large institutions have $55.5B invested in Emerson Electric in 2024 Q4 according to their latest regulatory filings, with 316 funds opening new positions, 678 increasing their positions, 790 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

201% more first-time investments, than exits

New positions opened: 316 | Existing positions closed: 105

108% more funds holding in top 10

Funds holding in top 10: 1225 (+13)

17% more call options, than puts

Call options by funds: $623M | Put options by funds: $530M

15% more capital invested

Capital invested by funds: $48.2B → $55.5B (+$7.28B)

9% more funds holding

Funds holding: 1,9462,121 (+175)

1.21% more ownership

Funds ownership: 77.34%78.55% (+1.2%)

14% less repeat investments, than reductions

Existing positions increased: 678 | Existing positions reduced: 790

Holders
2,121
Holders Change
+175
Holders Change %
+8.99%
% of All Funds
27.93%
Holding in Top 10
25
Holding in Top 10 Change
+13
Holding in Top 10 Change %
+108.33%
% of All Funds
0.33%
New
316
Increased
678
Reduced
790
Closed
105
Calls
$623M
Puts
$530M
Net Calls
+$92.7M
Net Calls Change
-$13.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
2026
PFS Partners
New Jersey
$20.3K
CIAS
2027
CBIZ Investment Advisory Services
Ohio
$20K -$13.6K -112 -41%
TCM
2028
TD Capital Management
Tennessee
$19.5K +$19K +157 New
PWMG
2029
Private Wealth Management Group
New Jersey
$19.5K
MCA
2030
Midwest Capital Advisors
Michigan
$19.3K +$18.9K +156 New
SIM
2031
Synergy Investment Management
Florida
$18.6K +$18.2K +150 New
GA
2032
GoalVest Advisory
New York
$18K
CJL
2033
Cyrus J. Lawrence
New York
$17K +$17.6K +145 New
WA
2034
WPG Advisers
Maryland
$16.7K +$16.4K +135 New
MFT
2035
Moisand Fitzgerald Tamayo
Florida
$16.4K
FIA
2036
FPC Investment Advisory
California
$16K +$14.9K +123 New
HIW
2037
Holos Integrated Wealth
Pennsylvania
$15.7K +$15.4K +127 New
GPFA
2038
Game Plan Financial Advisors
Ohio
$15.5K
AP
2039
Aspect Partners
Virginia
$15.5K
IWP
2040
IAG Wealth Partners
Wisconsin
$15.5K +$15.2K +125 New
AEPWM
2041
Atlantic Edge Private Wealth Management
Florida
$15.1K
TC
2042
Trust Company
Kansas
$14.9K
SO
2043
Sierra Ocean
California
$14.2K +$13.8K +114 New
SWA
2044
SOA Wealth Advisors
New York
$14.1K +$6.06K +50 +78%
OPTFSNA
2045
Old Point Trust & Financial Services N A
Virginia
$13.6K
MDCM
2046
Morgan Dempsey Capital Management
Wisconsin
$13K
FMTCOCP
2047
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$13K
TAM
2048
Tucker Asset Management
Colorado
$12.6K
GTAM
2049
Global Trust Asset Management
Florida
$12.6K +$12.4K +102 New
HNW
2050
High Note Wealth
Minnesota
$12.6K +$12.4K +102 New

EMR Hedge Fund Activity: Q4 2024 in Review

2,121 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Emerson Electric (EMR) for Q4 2024, worth a combined $55.5B — up 15% from $48.2B a quarter earlier.

Buyers outnumbered sellers: 316 funds opened new EMR positions and 105 closed out — a net gain of 211 holders — while 678 added to existing stakes and 790 trimmed.

The largest buyer was DZ Bank, adding an estimated $357M. The largest seller was Pathway Financial Advisers, cutting an estimated $249M.

  • 2,121 institutional investors held Emerson Electric (EMR) as of Q4 2024, up from 1,946 in Q3 2024.
  • Funds reported $55.5B of Emerson Electric stock for Q4 2024, up 15% quarter-over-quarter.
  • 316 funds opened new Emerson Electric positions in Q4 2024 and 105 closed out, a net change of +211 holders.
  • The largest Emerson Electric buyer in Q4 2024 was DZ Bank, an estimated $357M added.
  • The largest Emerson Electric seller in Q4 2024 was Pathway Financial Advisers, an estimated $249M sold.

Based on aggregated 13F filings for Q4 2024.