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Esquire Financial Holdings
ESQ

Overview Fund Activity

150 hedge funds and large institutions have $549M invested in Esquire Financial Holdings in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
150
Holders Change
+20
Holders Change %
+15.38%
% of All Funds
2.01%
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
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCM
Copeland Capital Management
Pennsylvania
$23.2M
2
RA
Royce & Associates
New York
$13.6M
3
Vanguard Group
Vanguard Group
Pennsylvania
$40.7M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
$2.44M
5
Northern Trust
Northern Trust
Illinois
$8.45M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$10.2M
2
WA
Wasatch Advisors
Utah
$34.7M
3
GPGA
Grandeur Peak Global Advisors
Utah
$4.63M
4
AllianceBernstein
AllianceBernstein
Tennessee
$7.7M
5
MCM
Maltese Capital Management
New York
$2.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
SS
126
SBI Securities
Japan
$9.85K – – –
BI
127
Binnacle Investments
Iowa
$8.33K +$8.33K +88 New
PFBT
128
Parkside Financial Bank & Trust
Missouri
$8.24K +$7.76K +82 +1,640%
GI
129
GAMMA Investing
California
$6.53K +$379 +4 +6%
MPWT
130
MassMutual Private Wealth & Trust
Connecticut
$6.06K +$5.59K +59 +1,180%
AAP
131
Arax Advisory Partners
Colorado
$5.4K +$5.4K +57 New
RWS
132
Retirement Wealth Solutions
Wisconsin
$4.54K +$4.54K +48 New
FFA
133
Farther Finance Advisors
California
$4.45K -$3.88K -41 -47%
US Bancorp
134
US Bancorp
Minnesota
$4.36K +$1.42K +15 +48%
PS
135
Principal Securities
Iowa
$3.6K +$3.6K +38 New
Northwestern Mutual Wealth Management
136
Northwestern Mutual Wealth Management
Wisconsin
$3.22K – – –
PNC Financial Services Group
137
PNC Financial Services Group
Pennsylvania
$3.12K -$6.15K -65 -66%
C
138
Covestor
United Kingdom
$3K -$643 -6 -18%
GWM
139
Geneos Wealth Management
Colorado
$2.93K +$2.93K +31 New
AssetMark Inc
140
AssetMark Inc
California
$2.84K +$2.84K +30 New
S
141
SignatureFD
Georgia
$1.89K +$1.89K +20 New
Osaic Holdings
142
Osaic Holdings
Arizona
$1.61K +$1.61K +17 New
SCM
143
Sterling Capital Management
North Carolina
$1.61K -$663 -7 -29%
SPIA
144
Steward Partners Investment Advisory
New York
$1.42K – – –
Jones Financial Companies
145
Jones Financial Companies
Missouri
$855 +$855 +9 New
PWA
146
Physician Wealth Advisors
Utah
$758 +$758 +8 New
WA
147
WPG Advisers
Maryland
$568 +$568 +6 New
RIL
148
Rothschild Investment LLC
Illinois
$473 – – –
LFG
149
Larson Financial Group
Missouri
$284 +$284 +3 New
TPWA
150
Twin Peaks Wealth Advisors
California
$98 +$98 +1 New
3 4 5
6
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