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Esquire Financial Holdings

131 hedge funds and large institutions have $422M invested in Esquire Financial Holdings in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 46 increasing their positions, 42 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 11

7% more capital invested

Capital invested by funds: $394M → $422M (+$27.7M)

6.73% more ownership

Funds ownership: 59.6%66.33% (+6.7%)

7% more funds holding

Funds holding: 123131 (+8)

10% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 42

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
131
Holders Change
+8
Holders Change %
+6.5%
% of All Funds
1.76%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
19
Increased
46
Reduced
42
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFM
101
Harvest Fund Management
China
$117K -$535K -6,702 -81%
A
102
AlphaQuest
New York
$113K
SSB
103
Sandy Spring Bank
Maryland
$113K
GWMI
104
Guardian Wealth Management (Illinois)
Illinois
$112K +$239 +3 +0.2%
PFSRSONJ
105
Police & Firemen's Retirement System of New Jersey
New Jersey
$112K
KK
106
KLP Kapitalforvaltning
Norway
$106K +$112K +1,400 New
AIP
107
Ameritas Investment Partners
Nebraska
$53.6K
UFF
108
USA Financial Formulas
Michigan
$50.5K +$53.4K +670 New
CCM
109
Copeland Capital Management
Pennsylvania
$45.9K -$12.8K -161 -21%
VCM
110
Versant Capital Management
Arizona
$26.1K +$27.6K +346 New
HPC
111
HM Payson & Co
Maine
$22.6K
AB
112
Amalgamated Bank
New York
$18K
HFS
113
Hantz Financial Services
Michigan
$15K +$16K +200 New
TRCT
114
Tower Research Capital (TRC)
New York
$13.5K -$48.6K -609 -77%
Carson Wealth (CWM LLC)
115
Carson Wealth (CWM LLC)
Nebraska
$9K +$239 +3 +3%
SS
116
SBI Securities
Japan
$7.84K -$13.7K -172 -62%
PNC Financial Services Group
117
PNC Financial Services Group
Pennsylvania
$7.39K +$7.58K +95 +3,167%
FFA
118
Farther Finance Advisors
California
$6.65K -$62.1K -779 -90%
GI
119
GAMMA Investing
California
$4.9K +$1.92K +24 +59%
C
120
Covestor
United Kingdom
$3K -$1.83K -23 -40%
Northwestern Mutual Wealth Management
121
Northwestern Mutual Wealth Management
Wisconsin
$2.56K
US Bancorp
122
US Bancorp
Minnesota
$2.34K
SCM
123
Sterling Capital Management
North Carolina
$1.81K -$1.28K -16 -40%
SPIA
124
Steward Partners Investment Advisory
New York
$1.13K
EWA
125
EverSource Wealth Advisors
Alabama
$905 +$319 +4 +50%

ESQ Hedge Fund Activity: Q1 2025 in Review

131 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q1 2025, worth a combined $422M — up 7% from $394M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new ESQ positions and 11 closed out — a net gain of 8 holders — while 46 added to existing stakes and 42 trimmed.

The largest buyer was Mawer Investment Management, adding an estimated $28.7M. The largest seller was Wasatch Advisors, cutting an estimated $3.54M.

  • 131 institutional investors held Esquire Financial Holdings (ESQ) as of Q1 2025, up from 123 in Q4 2024.
  • Funds reported $422M of Esquire Financial Holdings stock for Q1 2025, up 7% quarter-over-quarter.
  • 19 funds opened new Esquire Financial Holdings positions in Q1 2025 and 11 closed out, a net change of +8 holders.
  • The largest Esquire Financial Holdings buyer in Q1 2025 was Mawer Investment Management, an estimated $28.7M added.
  • The largest Esquire Financial Holdings seller in Q1 2025 was Wasatch Advisors, an estimated $3.54M sold.

Based on aggregated 13F filings for Q1 2025.