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Escalade
ESCA

70 hedge funds and large institutions have $83.5M invested in Escalade in 2025 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

520% more call options, than puts

Call options by funds: $124K | Put options by funds: $20K

14% more capital invested

Capital invested by funds: $73.5M → $83.5M (+$9.95M)

6% more funds holding

Funds holding: 66 → 70 (+4)

2.82% more ownership

Funds ownership: 37.09% → 39.91% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

8% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 24

Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
4
Increased
22
Reduced
24
Closed
–
Calls
$124K
Puts
$20K
Net Calls
+$104K
Net Calls Change
-$13K

Top Buyers

Rank Fund Capital Flow
1
RCAG
Rehmann Capital Advisory Group
Michigan
+$4.66M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$528K
3
RWM
Ritholtz Wealth Management
New York
+$300K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$155K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$92.6K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$320K
2
JP Morgan Chase
JP Morgan Chase
New York
-$290K
3
Goldman Sachs
Goldman Sachs
New York
-$174K
4
BlackRock
BlackRock
New York
-$149K
5
IA
Inspire Advisors
Idaho
-$135K
Name Holding Trade Value Shares
Change 		Change in
Stake
TFS
1
Thoroughbred Financial Services
Tennessee
$17.2M – – –
BlackRock
2
BlackRock
New York
$8.31M -$149K -9,895 -2%
MA
3
Minerva Advisors
Pennsylvania
$8.23M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75M +$76.2K +5,058 +1%
NSIM
5
North Star Investment Management
Illinois
$7.62M +$1.08K +72 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.14M +$155K +10,260 +2%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$4.73M +$4.66M +309,213 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.32M +$53.5K +3,549 +2%
Morgan Stanley
9
Morgan Stanley
New York
$2.04M -$320K -21,242 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.88M -$72.7K -4,827 -4%
State Street
11
State Street
Massachusetts
$1.83M +$87.5K +5,810 +5%
Northern Trust
12
Northern Trust
Illinois
$1.34M -$49.3K -3,273 -4%
MCM
13
Mork Capital Management
California
$1.22M – – –
DLP
14
De Lisle Partners
United Kingdom
$1.21M – – –
PBO
15
Peoples Bank (Ohio)
Ohio
$1.03M – – –
NG
16
Northstar Group
New York
$1.02M – – –
OSAM
17
O'Shaughnessy Asset Management
Connecticut
$769K +$528K +35,079 +231%
BCM
18
Bridgeway Capital Management
Texas
$624K +$16.6K +1,100 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$526K -$8.33K -553 -2%
IA
20
Inspire Advisors
Idaho
$492K -$135K -8,960 -22%
Charles Schwab
21
Charles Schwab
California
$440K – – –
LPL Financial
22
LPL Financial
California
$324K +$6.52K +433 +2%
AWA
23
Arete Wealth Advisors
Illinois
$320K – – –
RWM
24
Ritholtz Wealth Management
New York
$305K +$300K +19,922 New
PCG
25
Prosperity Consulting Group
Maryland
$293K -$21K -1,396 -7%
1
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ESCA Hedge Fund Activity: Q1 2025 in Review

70 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q1 2025, worth a combined $83.5M — up 14% from $73.5M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new ESCA positions and 0 closed out — a net gain of 4 holders — while 22 added to existing stakes and 24 trimmed.

The largest buyer was Rehmann Capital Advisory Group, opening a new position worth an estimated $4.66M. The largest seller was Morgan Stanley, cutting an estimated $320K.

  • 70 institutional investors held Escalade (ESCA) as of Q1 2025, up from 66 in Q4 2024.
  • Funds reported $83.5M of Escalade stock for Q1 2025, up 14% quarter-over-quarter.
  • 4 funds opened new Escalade positions in Q1 2025 and 0 closed out, a net change of +4 holders.
  • The largest Escalade buyer in Q1 2025 was Rehmann Capital Advisory Group, an estimated $4.66M added.
  • The largest Escalade seller in Q1 2025 was Morgan Stanley, an estimated $320K sold.

Based on aggregated 13F filings for Q1 2025.