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Esquire Financial Holdings

123 hedge funds and large institutions have $394M invested in Esquire Financial Holdings in 2024 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 41 increasing their positions, 38 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

118% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 11

28% more capital invested

Capital invested by funds: $308M → $394M (+$86M)

11% more funds holding

Funds holding: 111123 (+12)

2.81% more ownership

Funds ownership: 56.79%59.6% (+2.8%)

8% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 38

Holders
123
Holders Change
+12
Holders Change %
+10.81%
% of All Funds
1.62%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.04%
New
24
Increased
41
Reduced
38
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFA
101
Farther Finance Advisors
California
$68.9K +$4.95K +69 +9%
TRCT
102
Tower Research Capital (TRC)
New York
$62.6K +$34K +474 +151%
CCM
103
Copeland Capital Management
Pennsylvania
$61.2K -$14.6K -204 -21%
Legal & General Group
104
Legal & General Group
United Kingdom
$59.3K -$4.09K -57 -7%
AIP
105
Ameritas Investment Partners
Nebraska
$56.5K
California State Teachers Retirement System (CalSTRS)
106
California State Teachers Retirement System (CalSTRS)
California
$40.7K
HPC
107
HM Payson & Co
Maine
$23.9K +$21.5K +300 New
SS
108
SBI Securities
Japan
$21.9K +$19.8K +276 New
AB
109
Amalgamated Bank
New York
$19K
Carson Wealth (CWM LLC)
110
Carson Wealth (CWM LLC)
Nebraska
$9K +$1.94K +27 +31%
Osaic Holdings
111
Osaic Holdings
Arizona
$7.95K
C
112
Covestor
United Kingdom
$5K +$1.87K +26 +84%
GI
113
GAMMA Investing
California
$3.26K +$72 +1 +3%
SCM
114
Sterling Capital Management
North Carolina
$3.18K +$2.23K +31 +344%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$2.7K
US Bancorp
116
US Bancorp
Minnesota
$2.46K +$2.23K +31 New
SPIA
117
Steward Partners Investment Advisory
New York
$1.19K
EWA
118
EverSource Wealth Advisors
Alabama
$636 +$574 +8 New
QCG
119
Quadrant Capital Group
Ohio
$477 +$431 +6 New
RIL
120
Rothschild Investment LLC
Illinois
$398
PNC Financial Services Group
121
PNC Financial Services Group
Pennsylvania
$239 +$215 +3 New
CAM
122
Creekmur Asset Management
Illinois
$159 -$1.15K -16 -89%
IA
123
IFP Advisors
Florida
$159
NA
124
NewEdge Advisors
Louisiana
$80 -$3.09K -43 -98%
Assenagon Asset Management
125
Assenagon Asset Management
Luxembourg
-$2.35M -36,058 Closed

ESQ Hedge Fund Activity: Q4 2024 in Review

123 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q4 2024, worth a combined $394M — up 28% from $308M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new ESQ positions and 11 closed out — a net gain of 13 holders — while 41 added to existing stakes and 38 trimmed.

The largest buyer was Mawer Investment Management, opening a new position worth an estimated $30.2M. The largest seller was Wasatch Advisors, cutting an estimated $7.42M.

  • 123 institutional investors held Esquire Financial Holdings (ESQ) as of Q4 2024, up from 111 in Q3 2024.
  • Funds reported $394M of Esquire Financial Holdings stock for Q4 2024, up 28% quarter-over-quarter.
  • 24 funds opened new Esquire Financial Holdings positions in Q4 2024 and 11 closed out, a net change of +13 holders.
  • The largest Esquire Financial Holdings buyer in Q4 2024 was Mawer Investment Management, an estimated $30.2M added.
  • The largest Esquire Financial Holdings seller in Q4 2024 was Wasatch Advisors, an estimated $7.42M sold.

Based on aggregated 13F filings for Q4 2024.