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Esquire Financial Holdings

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: 131152 (+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: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$10.4K +$9.5K +110 New
EWA
127
EverSource Wealth Advisors
Alabama
$10.1K +$8.2K +95 +792%
IA
128
IFP Advisors
Florida
$9.94K
SS
129
SBI Securities
Japan
$9.85K
BI
130
Binnacle Investments
Iowa
$8.33K +$7.6K +88 New
PFBT
131
Parkside Financial Bank & Trust
Missouri
$8.24K +$7.08K +82 +1,640%
GI
132
GAMMA Investing
California
$6.53K +$345 +4 +6%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$6.06K +$5.09K +59 +1,180%
AAP
134
Arax Advisory Partners
Colorado
$5.4K +$4.92K +57 New
RWS
135
Retirement Wealth Solutions
Wisconsin
$4.54K +$4.14K +48 New
FFA
136
Farther Finance Advisors
California
$4.45K -$3.54K -41 -47%
US Bancorp
137
US Bancorp
Minnesota
$4.36K +$1.29K +15 +48%
PS
138
Principal Securities
Iowa
$3.6K +$3.28K +38 New
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$3.22K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$3.12K -$5.61K -65 -66%
C
141
Covestor
United Kingdom
$3K -$518 -6 -18%
GWM
142
Geneos Wealth Management
Colorado
$2.93K +$2.68K +31 New
AssetMark Inc
143
AssetMark Inc
California
$2.84K +$2.59K +30 New
S
144
SignatureFD
Georgia
$1.89K +$1.73K +20 New
SCM
145
Sterling Capital Management
North Carolina
$1.61K -$605 -7 -29%
SPIA
146
Steward Partners Investment Advisory
New York
$1.42K
Jones Financial Companies
147
Jones Financial Companies
Missouri
$855 +$777 +9 New
PWA
148
Physician Wealth Advisors
Utah
$758 +$691 +8 New
WA
149
WPG Advisers
Maryland
$568 +$518 +6 New
RIL
150
Rothschild Investment LLC
Illinois
$473

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.