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Esquire Financial Holdings
ESQ

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: 152 → 160 (+8)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (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
–

Top Buyers

1
State Street
State Street
Massachusetts
+$7.98M
2
Charles Schwab
Charles Schwab
California
+$3.5M
3
UIC
Uniplan Investment Counsel
Wisconsin
+$1.58M
4
Geode Capital Management
Geode Capital Management
Massachusetts
+$1.54M
5
Millennium Management
Millennium Management
New York
+$1.38M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$8.02M
2
GKIM
GW&K Investment Management
Massachusetts
-$3.44M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.36M
4
AM
Ampfield Management
New York
-$1.95M
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
151
SignatureFD
Georgia
$2.04K – – –
C
152
Covestor
United Kingdom
$2K -$789 -8 -29%
SCM
153
Sterling Capital Management
North Carolina
$1.74K – – –
Jones Financial Companies
154
Jones Financial Companies
Missouri
$932 – – –
PWA
155
Physician Wealth Advisors
Utah
$817 – – –
WA
156
WPG Advisers
Maryland
$612 – – –
RIL
157
Rothschild Investment LLC
Illinois
$510 – – –
LFG
158
Larson Financial Group
Missouri
$306 – – –
PA
159
Parallel Advisors
California
$306 +$296 +3 New
TIM
160
Tortoise Investment Management
New York
$102 +$99 +1 New
BAM
161
Bosun Asset Management
Illinois
– -$1.11M -11,692 Closed
BFM
162
Boothbay Fund Management
New York
– -$1.08M -11,446 Closed
Renaissance Technologies
163
Renaissance Technologies
New York
– -$1.03M -10,900 Closed
Verition Fund Management
164
Verition Fund Management
Connecticut
– -$763K -8,060 Closed
PFO
165
PMC FIG Opportunities
Israel
– -$466K -4,919 Closed
Mackenzie Financial
166
Mackenzie Financial
Ontario, Canada
– -$239K -2,523 Closed
LAM
167
Longboard Asset Management
Arizona
– -$233K -2,458 Closed
VOYA Investment Management
168
VOYA Investment Management
Georgia
– -$204K -2,153 Closed
PAP
169
Persistent Asset Partners
Hong Kong
– -$157K -1,656 Closed
UFF
170
USA Financial Formulas
Michigan
– -$127K -1,338 Closed
HPC
171
HM Payson & Co
Maine
– -$28.4K -300 Closed
BIG
172
Brooklyn Investment Group
New York
– -$18.9K -200 Closed
GWM
173
Geneos Wealth Management
Colorado
– -$2.93K -31 Closed
NA
174
NewEdge Advisors
Louisiana
– -$96 -1 Closed
TPWA
175
Twin Peaks Wealth Advisors
California
– -$98 -1 Closed
3 4 5 6
7

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.