Escalade
ESCA
84 hedge funds and large institutions have $72.1M invested in Escalade in 2026 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
28% more capital invested
Capital invested by funds: $56.3M → $72.1M (+$15.8M)
6% more funds holding
Funds holding: 79 → 84 (+5)
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0.44% more ownership
Funds ownership: 30.23% → 30.66% (+0.44%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$419K |
| 2 |
AWA
Arete Wealth Advisors
Chicago,
Illinois
|
-$305K |
| 3 |
DLP
De Lisle Partners
Poole,
United Kingdom
|
-$215K |
| 4 |
Barclays
London,
United Kingdom
|
-$206K |
| 5 |
JP Morgan Chase
New York
|
-$128K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SS
76
SBI Securities
Tokyo,
Japan
| $567 | – | – | – |
|
77
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $481 | +$272 | +18 | +180% |
|
|
RIL
78
Rothschild Investment LLC
Chicago,
Illinois
| $258 | +$45 | +3 | +25% |
|
|
TWD
79
True Wealth Design
Akron,
Ohio
| $138 | – | – | – |
|
|
MCM
80
MAI Capital Management
Independence,
Ohio
| $86 | +$30 | +2 | +67% |
|
|
RFP
81
Root Financial Partners
Encinitas,
California
| $69 | +$60 | +4 | New |
|
|
IA
82
IFP Advisors
Tampa,
Florida
| $52 | -$15 | -1 | -25% |
|
|
SIC
83
SJS Investment Consulting
Sylvania,
Ohio
| $18 | – | – | – |
|
|
AWA
84
Arete Wealth Advisors
Chicago,
Illinois
| – | -$305K | -22,595 | Closed |
|
|
MA
85
MCF Advisors
Covington,
Kentucky
| – | -$6.75K | -500 | Closed |
|
|
AB
86
Amalgamated Bank
New York
| – | -$4K | -321 | Closed |
|
|
TM
87
Torren Management
San Diego,
California
| – | -$907 | -67 | Closed |
|
|
SAM
88
Smartleaf Asset Management
Boston,
Massachusetts
| – | -$738 | -55 | Closed |
|
|
C
89
Covestor
London,
United Kingdom
| – | -$30 | -2 | -20% |
|
|
CA
90
Clearstead Advisors
Cleveland,
Ohio
| – | -$14 | -1 | Closed |
|
ESCA Hedge Fund Activity: Q1 2026 in Review
84 of the 8,125 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q1 2026, worth a combined $72.1M — up 28% from $56.3M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new ESCA positions and 6 closed out — a net gain of 7 holders — while 26 added to existing stakes and 25 trimmed.
The largest buyer was Advisor OS, opening a new position worth an estimated $341K. The largest seller was Morgan Stanley, cutting an estimated $419K.
- 84 institutional investors held Escalade (ESCA) as of Q1 2026, up from 79 in Q4 2025.
- Funds reported $72.1M of Escalade stock for Q1 2026, up 28% quarter-over-quarter.
- 13 funds opened new Escalade positions in Q1 2026 and 6 closed out, a net change of +7 holders.
- The largest Escalade buyer in Q1 2026 was Advisor OS, an estimated $341K added.
- The largest Escalade seller in Q1 2026 was Morgan Stanley, an estimated $419K sold.
Based on aggregated 13F filings for Q1 2026.