We are live on ! Find out more
ESQ icon

Esquire Financial Holdings

158 hedge funds and large institutions have $600M invested in Esquire Financial Holdings in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more capital invested

Capital invested by funds: $593M → $600M (+$6.77M)

0.41% more ownership

Funds ownership: 68.06%68.47% (+0.41%)

1% less funds holding

Funds holding: 160158 (-2)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
61
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HIS
26
Horizon Investment Services
Indiana
$3.67M -$60.1K -593 -2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$3.58M -$2.03M -20,059 -36%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$3.55M -$1.34M -13,223 -28%
Corient Private Wealth
29
Corient Private Wealth
Florida
$3.27M +$1.63M +16,038 +100%
Russell Investments Group
30
Russell Investments Group
United Kingdom
$3.08M -$160K -1,578 -5%
RC
31
RBF Capital
California
$3.06M
JP Morgan Chase
32
JP Morgan Chase
New York
$3.05M +$2.18M +21,461 +253%
Millennium Management
33
Millennium Management
New York
$2.88M +$1.43M +14,156 +101%
UIC
34
Uniplan Investment Counsel
Wisconsin
$2.69M +$1.05M +10,390 +65%
Principal Financial Group
35
Principal Financial Group
Iowa
$2.46M +$808K +7,976 +50%
EMFAT
36
Emerald Mutual Fund Advisers Trust
Pennsylvania
$2.34M
UBS Group
37
UBS Group
Switzerland
$2.15M -$1.06M -10,411 -33%
MCM
38
Maltese Capital Management
New York
$2.04M
Wells Fargo
39
Wells Fargo
California
$1.98M +$347K +3,422 +21%
SEI Investments
40
SEI Investments
Pennsylvania
$1.94M +$768K +7,581 +66%
N
41
Nuveen
North Carolina
$1.89M
Citigroup
42
Citigroup
New York
$1.87M +$104K +1,023 +6%
Stifel Financial
43
Stifel Financial
Missouri
$1.82M +$192K +1,891 +12%
Point72 Asset Management
44
Point72 Asset Management
Connecticut
$1.82M +$535K +5,275 +42%
Barclays
45
Barclays
United Kingdom
$1.77M +$594K +5,859 +51%
Bank of America
46
Bank of America
North Carolina
$1.72M -$968K -9,554 -36%
EPCA
47
Elizabeth Park Capital Advisors
Ohio
$1.66M -$866K -8,543 -34%
Ameriprise
48
Ameriprise
Minnesota
$1.52M +$5.88K +58 +0.4%
Swiss National Bank
49
Swiss National Bank
Switzerland
$1.46M +$40.5K +400 +3%
HighTower Advisors
50
HighTower Advisors
Illinois
$1.34M +$2.84K +28 +0.2%