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Escalade

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.

New
Increased
Maintained
Reduced
Closed

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: 7984 (+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: 11 (0)

Holders
84
Holders Change
+5
Holders Change %
+6.33%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
26
Reduced
25
Closed
6
Calls
$361K
Puts
Net Calls
+$361K
Net Calls Change
+$370K
Name Holding Trade Value Shares
Change
Change in
Stake
MA
1
Minerva Advisors
Pennsylvania
$9.75M
BlackRock
2
BlackRock
New York
$9.27M -$8.72K -577 -0.1%
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$7.83M -$65.1K -4,311 -0.9%
NSIM
4
North Star Investment Management
Illinois
$7.25M -$87.1K -5,767 -1%
VCM
5
Vanguard Capital Management
Pennsylvania
$6.83M +$6.01M +397,937 New
RCAG
6
Rehmann Capital Advisory Group
Michigan
$5.31M
Geode Capital Management
7
Geode Capital Management
Massachusetts
$3.84M +$25.9K +1,714 +0.8%
State Street
8
State Street
Massachusetts
$2.33M -$69.3K -4,587 -3%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$1.58M -$39.2K -2,597 -3%
Morgan Stanley
10
Morgan Stanley
New York
$1.55M -$419K -27,709 -23%
Northern Trust
11
Northern Trust
Illinois
$1.43M +$88.6K +5,862 +8%
MCM
12
Mork Capital Management
California
$1.37M
PBO
13
Peoples Bank (Ohio)
Ohio
$1.12M
DLP
14
De Lisle Partners
United Kingdom
$1.1M -$215K -14,233 -18%
NG
15
Northstar Group
New York
$1.04M -$90.6K -6,000 -9%
VPM
16
Vanguard Portfolio Management
Pennsylvania
$1.01M +$889K +58,844 New
VFT
17
Vanguard Fiduciary Trust
Pennsylvania
$881K +$775K +51,299 New
BCM
18
Bridgeway Capital Management
Texas
$718K
Citadel Advisors
19
Citadel Advisors
Florida
$608K +$287K +18,967 +115%
RWM
20
Ritholtz Wealth Management
New York
$561K +$257K +17,012 +109%
Goldman Sachs
21
Goldman Sachs
New York
$437K +$206K +13,630 +115%
Charles Schwab
22
Charles Schwab
California
$431K -$55.9K -3,699 -13%
LPL Financial
23
LPL Financial
California
$424K +$12.2K +809 +3%
AO
24
Advisor OS
Illinois
$388K +$341K +22,595 New
OSAM
25
O'Shaughnessy Asset Management
Connecticut
$370K -$33.3K -2,202 -9%

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.