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Esquire Financial Holdings
ESQ

152 hedge funds and large institutions have $550M invested in Esquire Financial Holdings in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

30% more capital invested

Capital invested by funds: $422M → $550M (+$128M)

16% more funds holding

Funds holding: 131 → 152 (+21)

2.3% more ownership

Funds ownership: 66.33% → 68.63% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
36
Increased
42
Reduced
49
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCM
Copeland Capital Management
Pennsylvania
+$21.1M
2
RA
Royce & Associates
New York
+$7.08M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$2.4M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.22M
5
Northern Trust
Northern Trust
Illinois
+$2.21M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.14M
2
WA
Wasatch Advisors
Utah
-$4.5M
3
GPGA
Grandeur Peak Global Advisors
Utah
-$2.69M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.44M
5
MCM
Maltese Capital Management
New York
-$2.42M
Name Holding Trade Value Shares
Change 		Change in
Stake
PAM
26
Panagora Asset Management
Massachusetts
$3.7M -$16.6K -192 -0.5%
RHCA
27
Rosenthal Henry Capital Advisors
Indiana
$3.61M -$55.4K -641 -2%
PRCP
28
Pacific Ridge Capital Partners
Oregon
$3.55M -$1.35M -15,650 -29%
CCM
29
Cox Capital Management
Massachusetts
$3.55M -$87.7K -1,015 -3%
HIS
30
Horizon Investment Services
Indiana
$3.3M -$347K -4,015 -10%
First Trust Advisors
31
First Trust Advisors
Illinois
$2.96M +$520K +6,021 +24%
RC
32
RBF Capital
California
$2.84M – – –
UBS Group
33
UBS Group
Switzerland
$2.83M -$180K -2,085 -7%
MCM
34
Maltese Capital Management
New York
$2.56M -$2.42M -28,000 -51%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$2.44M +$2.22M +25,759 New
Squarepoint
36
Squarepoint
New York
$2.43M +$1.11M +12,802 +99%
EPCA
37
Elizabeth Park Capital Advisors
Ohio
$2.35M -$726K -8,404 -25%
Charles Schwab
38
Charles Schwab
California
$2.05M +$103K +1,190 +6%
N
39
Nuveen
North Carolina
$1.75M -$341K -3,944 -18%
EMFAT
40
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.67M – – –
Barclays
41
Barclays
United Kingdom
$1.6M +$382K +4,423 +35%
Stifel Financial
42
Stifel Financial
Missouri
$1.54M +$1.4M +16,231 New
Corient Private Wealth
43
Corient Private Wealth
Florida
$1.52M +$572K +6,629 +70%
Wells Fargo
44
Wells Fargo
California
$1.45M -$2.68K -31 -0.2%
Ameriprise
45
Ameriprise
Minnesota
$1.44M -$26.5K -307 -2%
Swiss National Bank
46
Swiss National Bank
Switzerland
$1.3M – – –
Los Angeles Capital Management
47
Los Angeles Capital Management
California
$1.28M -$1.5M -17,421 -56%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.24M -$1.29K -15 -0.1%
RhumbLine Advisers
49
RhumbLine Advisers
Massachusetts
$1.13M +$28.4K +329 +3%
BAM
50
Bosun Asset Management
Illinois
$1.11M +$201K +2,328 +25%
1
2
3 4 5

ESQ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q2 2025, worth a combined $550M — up 30% from $422M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESQ positions and 13 closed out — a net gain of 23 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $21.1M. The largest seller was Bank of America, cutting an estimated $5.14M.

  • 152 institutional investors held Esquire Financial Holdings (ESQ) as of Q2 2025, up from 131 in Q1 2025.
  • Funds reported $550M of Esquire Financial Holdings stock for Q2 2025, up 30% quarter-over-quarter.
  • 36 funds opened new Esquire Financial Holdings positions in Q2 2025 and 13 closed out, a net change of +23 holders.
  • The largest Esquire Financial Holdings buyer in Q2 2025 was Copeland Capital Management, an estimated $21.1M added.
  • The largest Esquire Financial Holdings seller in Q2 2025 was Bank of America, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2025.