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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
EWP
2051
Elevation Wealth Partners
California
$12.4K
SHF
2052
Safe Harbor Fiduciary
Florida
$12.4K
TCPG
2053
Trivant Custom Portfolio Group
California
$12.4K
WIM
2054
Westside Investment Management
California
$12.4K
NFSG
2055
Newbridge Financial Services Group
Florida
$12.4K +$12.1K +100 New
TFA
2056
Toth Financial Advisory
Virginia
$12.3K
PS
2057
Pinney & Scofield
Massachusetts
$11.8K +$11.5K +95 New
HWM
2058
HighMark Wealth Management
Minnesota
$11.6K -$121 -1 -1%
QL
2059
Quarry LP
New York
$11.5K -$3.88K -32 -26%
GWMI
2060
Guardian Wealth Management (Illinois)
Illinois
$11.3K
CB
2061
CNB Bank
Pennsylvania
$11.2K
AWM
2062
Abound Wealth Management
Tennessee
$11.1K -$728 -6 -6%
Q1WB
2063
Quest 10 Wealth Builders
Virginia
$10.7K +$10.4K +86 New
CWM
2064
Copia Wealth Management
Oregon
$10.3K +$10.1K +83 New
RTC
2065
Riverview Trust Company
Washington
$10K
NWWA
2066
New Wave Wealth Advisors
Arkansas
$9.77K +$9.58K +79 New
PIS
2067
POM Investment Strategies
North Carolina
$9.54K +$8.25K +68 +756%
ATC
2068
Advantage Trust Company
Kansas
$9.29K
BL
2069
BFSG LLC
California
$9.29K
MWA
2070
Miller Wealth Advisors
Colorado
$9.29K
TFGT
2071
TS Financial Group (TSFG)
Illinois
$9K
RWM
2072
Rialto Wealth Management
New York
$8.92K +$8.73K +72 New
RWML
2073
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$8.55K -$970 -8 -10%
CI
2074
Clal Insurance
Israel
$8K +$8.01K +66 New
SGC
2075
Slocum, Gordon & Co
Rhode Island
$7.93K

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.