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Escalade

79 hedge funds and large institutions have $56.3M invested in Escalade in 2025 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 31 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 6

6% more capital invested

Capital invested by funds: $53.3M → $56.3M (+$3.01M)

4% more funds holding

Funds holding: 7679 (+3)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.47% less ownership

Funds ownership: 30.7%30.23% (-0.47%)

32% less repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 31

69% less call options, than puts

Call options by funds: $4K | Put options by funds: $13K

Holders
79
Holders Change
+3
Holders Change %
+3.95%
% of All Funds
0.96%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
21
Reduced
31
Closed
6
Calls
$4K
Puts
$13K
Net Calls
-$9K
Net Calls Change
+$5K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$7.66M +$217K +17,429 +3%
BlackRock
2
BlackRock
New York
$7.29M +$56.1K +4,504 +0.8%
Vanguard Group
3
Vanguard Group
Pennsylvania
$6.88M +$27.9K +2,243 +0.4%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$6.21M -$41.8K -3,361 -0.7%
NSIM
5
North Star Investment Management
Illinois
$5.78M -$7.98K -641 -0.1%
RCAG
6
Rehmann Capital Advisory Group
Michigan
$4.17M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3M +$10.9K +878 +0.4%
State Street
8
State Street
Massachusetts
$1.89M +$54.4K +4,373 +3%
Morgan Stanley
9
Morgan Stanley
New York
$1.59M +$81.6K +6,554 +6%
Bank of New York Mellon
10
Bank of New York Mellon
New York
$1.28M -$392K -31,498 -25%
MCM
11
Mork Capital Management
California
$1.08M
DLP
12
De Lisle Partners
United Kingdom
$1.06M
Northern Trust
13
Northern Trust
Illinois
$1.05M -$98.9K -7,945 -9%
NG
14
Northstar Group
New York
$897K
PBO
15
Peoples Bank (Ohio)
Ohio
$881K -$22.5K -1,810 -3%
BCM
16
Bridgeway Capital Management
Texas
$564K
Charles Schwab
17
Charles Schwab
California
$388K
LPL Financial
18
LPL Financial
California
$322K -$91.3K -7,337 -23%
OSAM
19
O'Shaughnessy Asset Management
Connecticut
$320K -$84.8K -6,812 -22%
AWA
20
Arete Wealth Advisors
Illinois
$305K -$124 -10 -0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$261K -$23.7K -1,904 -9%
PCG
22
Prosperity Consulting Group
Maryland
$237K -$28K -2,249 -11%
Citadel Advisors
23
Citadel Advisors
Florida
$222K -$143K -11,490 -41%
Barclays
24
Barclays
United Kingdom
$215K +$21.3K +1,711 +12%
RWM
25
Ritholtz Wealth Management
New York
$211K -$3.52K -283 -2%

ESCA Hedge Fund Activity: Q4 2025 in Review

79 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Escalade (ESCA) for Q4 2025, worth a combined $56.3M — up 5.7% from $53.3M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new ESCA positions and 6 closed out — a net gain of 3 holders — while 21 added to existing stakes and 31 trimmed.

The largest buyer was Minerva Advisors, adding an estimated $217K. The largest seller was Bank of New York Mellon, cutting an estimated $392K.

  • 79 institutional investors held Escalade (ESCA) as of Q4 2025, up from 76 in Q3 2025.
  • Funds reported $56.3M of Escalade stock for Q4 2025, up 5.7% quarter-over-quarter.
  • 9 funds opened new Escalade positions in Q4 2025 and 6 closed out, a net change of +3 holders.
  • The largest Escalade buyer in Q4 2025 was Minerva Advisors, an estimated $217K added.
  • The largest Escalade seller in Q4 2025 was Bank of New York Mellon, an estimated $392K sold.

Based on aggregated 13F filings for Q4 2025.