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Escalade
ESCA

Overview Fund Activity

70 hedge funds and large institutions have $83.5M invested in Escalade in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 22 increasing their positions, 24 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
70
Holders Change
+4
Holders Change %
+6.06%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
5
Increased
22
Reduced
24
Closed
–
Calls
$124K
Puts
$20K
Net Calls
+$104K
Net Calls Change
-$13K

Top Buyers

1
RCAG
Rehmann Capital Advisory Group
Michigan
+$4.73M
2
OSAM
O'Shaughnessy Asset Management
Connecticut
+$537K
3
RWM
Ritholtz Wealth Management
New York
+$305K
4
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$157K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$94.1K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$325K
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$295K
3
Goldman Sachs
Goldman Sachs
New York
-$177K
4
BlackRock
BlackRock
New York
-$151K
5
IA
Inspire Advisors
Idaho
-$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
TFS
1
Thoroughbred Financial Services
Tennessee
$17.2M – – –
BlackRock
2
BlackRock
New York
$8.31M -$151K -9,895 -2%
MA
3
Minerva Advisors
Pennsylvania
$8.23M – – –
Vanguard Group
4
Vanguard Group
Pennsylvania
$7.75M +$77.4K +5,058 +1%
NSIM
5
North Star Investment Management
Illinois
$7.62M +$1.1K +72 +0%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$7.14M +$157K +10,260 +2%
RCAG
7
Rehmann Capital Advisory Group
Michigan
$4.73M +$4.73M +309,213 New
Geode Capital Management
8
Geode Capital Management
Massachusetts
$3.32M +$54.3K +3,549 +2%
Morgan Stanley
9
Morgan Stanley
New York
$2.04M -$325K -21,242 -14%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.88M -$73.9K -4,827 -4%
State Street
11
State Street
Massachusetts
$1.83M +$88.9K +5,810 +5%
Northern Trust
12
Northern Trust
Illinois
$1.34M -$50.1K -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 +$537K +35,079 +231%
BCM
18
Bridgeway Capital Management
Texas
$624K +$16.8K +1,100 +3%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$526K -$8.45K -553 -2%
IA
20
Inspire Advisors
Idaho
$492K -$137K -8,960 -22%
Charles Schwab
21
Charles Schwab
California
$440K – – –
LPL Financial
22
LPL Financial
California
$324K +$6.63K +433 +2%
AWA
23
Arete Wealth Advisors
Illinois
$320K – – –
RWM
24
Ritholtz Wealth Management
New York
$305K +$305K +19,922 New
PCG
25
Prosperity Consulting Group
Maryland
$293K -$21.4K -1,396 -7%
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