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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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more capital invested

Capital invested by funds: $ → $

more funds holding

Funds holding:

more ownership

Funds ownership:

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
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Buyers

1 +$23.1M
2 +$7.76M
3 +$2.63M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$2.44M
5
Northern Trust
Northern Trust
Illinois
+$2.42M

Top Sellers

1 -$5.63M
2 -$4.93M
3 -$2.95M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$2.67M
5
MCM
Maltese Capital Management
New York
-$2.65M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
126
Newbridge Financial Services Group
Florida
$10.4K
EWA
127
EverSource Wealth Advisors
Alabama
$10.1K
IA
128
IFP Advisors
Florida
$9.94K
SS
129
SBI Securities
Japan
$9.85K
BI
130
Binnacle Investments
Iowa
$8.33K
PFBT
131
Parkside Financial Bank & Trust
Missouri
$8.24K
GI
132
GAMMA Investing
California
$6.53K
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$6.06K
AAP
134
Arax Advisory Partners
Colorado
$5.4K
RWS
135
Retirement Wealth Solutions
Wisconsin
$4.54K
FFA
136
Farther Finance Advisors
California
$4.45K
US Bancorp
137
US Bancorp
Minnesota
$4.36K
PS
138
Principal Securities
Iowa
$3.6K
Northwestern Mutual Wealth Management
139
Northwestern Mutual Wealth Management
Wisconsin
$3.22K
PNC Financial Services Group
140
PNC Financial Services Group
Pennsylvania
$3.12K
C
141
Covestor
United Kingdom
$3K
GWM
142
Geneos Wealth Management
Colorado
$2.93K
AssetMark Inc
143
AssetMark Inc
California
$2.84K
S
144
SignatureFD
Georgia
$1.89K
SCM
145
Sterling Capital Management
North Carolina
$1.61K
SPIA
146
Steward Partners Investment Advisory
New York
$1.42K
Jones Financial Companies
147
Jones Financial Companies
Missouri
$855
PWA
148
Physician Wealth Advisors
Utah
$758
WA
149
WPG Advisers
Maryland
$568
RIL
150
Rothschild Investment LLC
Illinois
$473