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Escalade

68 hedge funds and large institutions have $59.7M invested in Escalade in 2025 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 26 increasing their positions, 19 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less funds holding

Funds holding: 7068 (-2)

8.91% less ownership

Funds ownership: 39.91%31% (-8.9%)

28% less capital invested

Capital invested by funds: $83.5M → $59.7M (-$23.8M)

29% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 7

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

Holders
68
Holders Change
-2
Holders Change %
-2.86%
% of All Funds
0.9%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
5
Increased
26
Reduced
19
Closed
7
Calls
Puts
$20K
Net Calls
-$20K
Net Calls Change
-$124K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$7.6M +$8.46K +574 +0.1%
MA
2
Minerva Advisors
Pennsylvania
$7.49M
Vanguard Group
3
Vanguard Group
Pennsylvania
$7.14M +$58.4K +3,963 +0.8%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.53M -$2.06K -140 -0%
NSIM
5
North Star Investment Management
Illinois
$6.28M -$714K -48,431 -10%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$4.32M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.1M +$65.7K +4,455 +2%
State Street
8
State Street
Massachusetts
$1.92M +$259K +17,575 +15%
Morgan Stanley
9
Morgan Stanley
New York
$1.84M -$19.9K -1,350 -1%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.8M +$87.3K +5,925 +5%
Northern Trust
11
Northern Trust
Illinois
$1.19M -$34.9K -2,366 -3%
MCM
12
Mork Capital Management
California
$1.12M
DLP
13
De Lisle Partners
United Kingdom
$1.1M
PBO
14
Peoples Bank (Ohio)
Ohio
$938K
NG
15
Northstar Group
New York
$930K
OSAM
16
O'Shaughnessy Asset Management
Connecticut
$645K -$61.3K -4,159 -8%
BCM
17
Bridgeway Capital Management
Texas
$570K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$532K +$52.6K +3,570 +10%
IA
19
Inspire Advisors
Idaho
$408K -$44.1K -2,993 -9%
Charles Schwab
20
Charles Schwab
California
$402K
LPL Financial
21
LPL Financial
California
$316K +$20.9K +1,421 +7%
AWA
22
Arete Wealth Advisors
Illinois
$293K
RWM
23
Ritholtz Wealth Management
New York
$279K +$251 +17 +0.1%
PCG
24
Prosperity Consulting Group
Maryland
$248K -$20.9K -1,420 -7%
Barclays
25
Barclays
United Kingdom
$238K +$101K +6,873 +68%

ESCA Hedge Fund Activity: Q2 2025 in Review

68 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q2 2025, worth a combined $59.7M — down 28% from $83.5M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of ESCA and 5 opened new positions — a net loss of 2 holders — while 19 trimmed existing stakes and 26 added.

The largest buyer was State Street, adding an estimated $259K. The largest seller was Thoroughbred Financial Services, exiting entirely with an estimated $17.2M sold.

  • 68 institutional investors held Escalade (ESCA) as of Q2 2025, down from 70 in Q1 2025.
  • Funds reported $59.7M of Escalade stock for Q2 2025, down 28% quarter-over-quarter.
  • 5 funds opened new Escalade positions in Q2 2025 and 7 closed out, a net change of -2 holders.
  • The largest Escalade buyer in Q2 2025 was State Street, an estimated $259K added.
  • The largest Escalade seller in Q2 2025 was Thoroughbred Financial Services, an estimated $17.2M sold.

Based on aggregated 13F filings for Q2 2025.