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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
PWA
151
Physician Wealth Advisors
Utah
$817
AF
152
Allworth Financial
California
$817 +$811 +8 New
MB
153
MidFirst Bank
Oklahoma
$817 +$811 +8 New
WA
154
WPG Advisers
Maryland
$612
RIL
155
Rothschild Investment LLC
Illinois
$510
SAM
156
Smartleaf Asset Management
Massachusetts
$409 -$6.29K -62 -94%
LFG
157
Larson Financial Group
Missouri
$306
KFAS
158
Keating Financial Advisory Services
Kansas
$102 +$101 +1 New
PRCP
159
Pacific Ridge Capital Partners
Oregon
-$2.83M -27,687 Closed
SFS
160
Sowell Financial Services
Arkansas
-$1.26M -12,388 Closed
Squarepoint
161
Squarepoint
New York
-$1.03M -10,126 Closed
CP
162
CenterBook Partners
Connecticut
-$777K -7,613 Closed
Franklin Resources
163
Franklin Resources
California
-$594K -5,819 Closed
SCM
164
Semanteon Capital Management
Massachusetts
-$516K -5,055 Closed
Susquehanna International Group
165
Susquehanna International Group
Pennsylvania
-$515K -5,043 Closed
LPL Financial
166
LPL Financial
California
-$423K -4,140 Closed
VF
167
Virtu Financial
New York
-$302K -2,958 Closed
ASN
168
Advisory Services Network
Georgia
-$92.7K -908 Closed
NFSG
169
Newbridge Financial Services Group
Florida
-$11.7K -115 Closed
PS
170
Principal Securities
Iowa
-$5K -49 Closed
PA
171
Parallel Advisors
California
-$306 -3 Closed
TIM
172
Tortoise Investment Management
New York
-$102 -1 Closed