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Esquire Financial Holdings

165 hedge funds and large institutions have $657M invested in Esquire Financial Holdings in 2026 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 55 increasing their positions, 55 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

10% more capital invested

Capital invested by funds: $600M → $657M (+$57.2M)

4% more funds holding

Funds holding: 158165 (+7)

2.44% more ownership

Funds ownership: 68.47%70.91% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 55

Holders
165
Holders Change
+7
Holders Change %
+4.43%
% of All Funds
2.03%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
25
Increased
55
Reduced
55
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
126
Steward Partners Investment Advisory
New York
$80.6K +$6.42K +60 +9%
AIP
127
Ameritas Investment Partners
Nebraska
$64.3K
Osaic Holdings
128
Osaic Holdings
Arizona
$56.3K +$7.92K +74 +16%
TRCT
129
Tower Research Capital (TRC)
New York
$55.1K -$51.5K -481 -48%
CIAM
130
Caitong International Asset Management
Hong Kong
$44.2K -$15.2K -142 -26%
VCM
131
Versant Capital Management
Arizona
$38.9K +$1.71K +16 +5%
HFS
132
Hantz Financial Services
Michigan
$18K -$3.64K -34 -17%
AAP
133
Arax Advisory Partners
Colorado
$14.6K -$10.2K -95 -41%
Carson Wealth (CWM LLC)
134
Carson Wealth (CWM LLC)
Nebraska
$14.3K +$1.07K +10 +8%
CPG
135
Cornerstone Planning Group
New Jersey
$14K +$2.57K +24 +23%
SS
136
SBI Securities
Japan
$11.6K
GI
137
GAMMA Investing
California
$11K -$642 -6 -6%
PA
138
Parallel Advisors
California
$10.9K +$10.8K +101 New
C
139
Covestor
United Kingdom
$10K +$7.71K +72 +450%
MPWT
140
MassMutual Private Wealth & Trust
Connecticut
$6.13K
BBHC
141
Brown Brothers Harriman & Co
New York
$6.02K +$3.42K +32 +133%
FHC
142
First Horizon Corporation
Tennessee
$5.91K
QCG
143
Quadrant Capital Group
Ohio
$5.7K -$535 -5 -9%
FFA
144
Farther Finance Advisors
California
$5.43K +$3.96K +37 +285%
SCM
145
Sterling Capital Management
North Carolina
$5.05K -$214 -2 -4%
PFBT
146
Parkside Financial Bank & Trust
Missouri
$4.95K
US Bancorp
147
US Bancorp
Minnesota
$3.98K +$642 +6 +19%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$3.67K
EWA
149
EverSource Wealth Advisors
Alabama
$3.55K
RWS
150
Retirement Wealth Solutions
Wisconsin
$3.44K -$1.28K -12 -27%