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Esquire Financial Holdings

160 hedge funds and large institutions have $593M invested in Esquire Financial Holdings in 2025 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 57 increasing their positions, 47 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 15

21% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 47

8% more capital invested

Capital invested by funds: $550M → $593M (+$43.4M)

5% more funds holding

Funds holding: 152160 (+8)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.57% less ownership

Funds ownership: 68.63%68.06% (-0.57%)

Holders
160
Holders Change
+8
Holders Change %
+5.26%
% of All Funds
2.1%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
25
Increased
57
Reduced
47
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
QL
126
Quarry LP
New York
$21K +$20.3K +206 New
HFS
127
Hantz Financial Services
Michigan
$20K
CIAS
128
CBIZ Investment Advisory Services
Ohio
$16.8K +$3.06K +31 +23%
CIAM
129
Caitong International Asset Management
Hong Kong
$16.2K +$15.7K +159 New
BI
130
Binnacle Investments
Iowa
$15K +$5.82K +59 +67%
PD
131
Point72 (DIFC)
United Arab Emirates
$14.2K +$13.7K +139 New
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$13K +$986 +10 +9%
NFSG
133
Newbridge Financial Services Group
Florida
$11.7K +$493 +5 +5%
SS
134
SBI Securities
Japan
$11K +$394 +4 +4%
CPG
135
Cornerstone Planning Group
New Jersey
$8.92K +$9.47K +96 New
GI
136
GAMMA Investing
California
$7.86K +$789 +8 +12%
MPWT
137
MassMutual Private Wealth & Trust
Connecticut
$6.74K +$197 +2 +3%
SAM
138
Smartleaf Asset Management
Massachusetts
$6.71K +$6.51K +66 New
QCG
139
Quadrant Capital Group
Ohio
$5.92K +$5.72K +58 New
US Bancorp
140
US Bancorp
Minnesota
$5.62K +$888 +9 +20%
FHC
141
First Horizon Corporation
Tennessee
$5.61K +$5.42K +55 New
PS
142
Principal Securities
Iowa
$5K +$1.08K +11 +29%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$4.7K -$4.04K -41 -47%
FFA
144
Farther Finance Advisors
California
$4.7K -$99 -1 -2%
RWS
145
Retirement Wealth Solutions
Wisconsin
$4.49K -$394 -4 -8%
EWA
146
EverSource Wealth Advisors
Alabama
$3.57K -$7.1K -72 -67%
BBHC
147
Brown Brothers Harriman & Co
New York
$3.57K +$3.45K +35 New
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$3.48K
PNC Financial Services Group
149
PNC Financial Services Group
Pennsylvania
$3.37K
AssetMark Inc
150
AssetMark Inc
California
$3.06K

ESQ Hedge Fund Activity: Q3 2025 in Review

160 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q3 2025, worth a combined $593M — up 7.9% from $550M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new ESQ positions and 15 closed out — a net gain of 10 holders — while 57 added to existing stakes and 47 trimmed.

The largest buyer was State Street, adding an estimated $7.98M. The largest seller was Bank of America, cutting an estimated $8.02M.

  • 160 institutional investors held Esquire Financial Holdings (ESQ) as of Q3 2025, up from 152 in Q2 2025.
  • Funds reported $593M of Esquire Financial Holdings stock for Q3 2025, up 7.9% quarter-over-quarter.
  • 25 funds opened new Esquire Financial Holdings positions in Q3 2025 and 15 closed out, a net change of +10 holders.
  • The largest Esquire Financial Holdings buyer in Q3 2025 was State Street, an estimated $7.98M added.
  • The largest Esquire Financial Holdings seller in Q3 2025 was Bank of America, an estimated $8.02M sold.

Based on aggregated 13F filings for Q3 2025.