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Esquire Financial Holdings

158 hedge funds and large institutions have $600M invested in Esquire Financial Holdings in 2025 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 61 increasing their positions, 45 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

36% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 45

7% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 14

1% more capital invested

Capital invested by funds: $593M → $600M (+$6.77M)

0.41% more ownership

Funds ownership: 68.06%68.47% (+0.41%)

1% less funds holding

Funds holding: 160158 (-2)

Holders
158
Holders Change
-2
Holders Change %
-1.25%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
15
Increased
61
Reduced
45
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HFS
126
Hantz Financial Services
Michigan
$20K
CIAS
127
CBIZ Investment Advisory Services
Ohio
$19.7K +$2.94K +29 +18%
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$13K -$203 -2 -2%
CPG
129
Cornerstone Planning Group
New Jersey
$11.1K +$1.01K +10 +10%
SS
130
SBI Securities
Japan
$11K
GI
131
GAMMA Investing
California
$11K +$3.14K +31 +40%
ECSS
132
Eurizon Capital SGR SpA
$9.7K +$9.63K +95 New
QL
133
Quarry LP
New York
$6.43K -$14.5K -143 -69%
QCG
134
Quadrant Capital Group
Ohio
$5.92K
MPWT
135
MassMutual Private Wealth & Trust
Connecticut
$5.82K -$912 -9 -14%
FHC
136
First Horizon Corporation
Tennessee
$5.61K
SCM
137
Sterling Capital Management
North Carolina
$5K +$3.24K +32 +188%
Rockefeller Capital Management
138
Rockefeller Capital Management
New York
$4.8K +$4.76K +47 New
PFBT
139
Parkside Financial Bank & Trust
Missouri
$4.7K
RWS
140
Retirement Wealth Solutions
Wisconsin
$4.49K
Northwestern Mutual Wealth Management
141
Northwestern Mutual Wealth Management
Wisconsin
$3.48K
PNC Financial Services Group
142
PNC Financial Services Group
Pennsylvania
$3.37K
EWA
143
EverSource Wealth Advisors
Alabama
$3.37K -$203 -2 -6%
US Bancorp
144
US Bancorp
Minnesota
$3.16K -$2.43K -24 -44%
AssetMark Inc
145
AssetMark Inc
California
$3.06K
BBHC
146
Brown Brothers Harriman & Co
New York
$2.45K -$1.11K -11 -31%
S
147
SignatureFD
Georgia
$2.04K
C
148
Covestor
United Kingdom
$2K -$405 -4 -20%
FFA
149
Farther Finance Advisors
California
$1.33K -$3.35K -33 -72%
Jones Financial Companies
150
Jones Financial Companies
Missouri
$919