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Esquire Financial Holdings

152 hedge funds and large institutions have $550M invested in Esquire Financial Holdings in 2025 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 42 increasing their positions, 49 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

177% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 13

30% more capital invested

Capital invested by funds: $422M → $550M (+$128M)

16% more funds holding

Funds holding: 131152 (+21)

2.3% more ownership

Funds ownership: 66.33%68.63% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

14% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 49

Holders
152
Holders Change
+21
Holders Change %
+16.03%
% of All Funds
2%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
36
Increased
42
Reduced
49
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$73.4M -$346K -4,010 -0.5%
BlackRock
2
BlackRock
New York
$50.6M -$258K -2,985 -0.6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$40.7M +$2.4M +27,753 +7%
WA
4
Wasatch Advisors
Utah
$34.7M -$4.5M -52,077 -12%
AM
5
Ampfield Management
New York
$26.6M
BCM
6
Basswood Capital Management
New York
$25.4M
CCM
7
Copeland Capital Management
Pennsylvania
$23.2M +$21.1M +244,252 +40,107%
American Century Companies
8
American Century Companies
Missouri
$21.2M +$1.23M +14,207 +7%
GKIM
9
GW&K Investment Management
Massachusetts
$21.1M -$207K -2,400 -1%
State Street
10
State Street
Massachusetts
$20.2M -$1.07M -12,381 -5%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$18.9M +$663K +7,673 +4%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$18.3M +$379K +4,388 +2%
RA
13
Royce & Associates
New York
$13.6M +$7.08M +81,998 +133%
Bank of America
14
Bank of America
North Carolina
$10.2M -$5.14M -59,519 -36%
GCM
15
Gator Capital Management
Florida
$8.81M
Northern Trust
16
Northern Trust
Illinois
$8.45M +$2.21M +25,616 +40%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$8.44M +$695K +8,053 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$7.7M -$2.44M -28,217 -26%
First Manhattan
19
First Manhattan
New York
$5.27M -$106K -1,224 -2%
Russell Investments Group
20
Russell Investments Group
United Kingdom
$4.68M +$591K +6,846 +16%
GPGA
21
Grandeur Peak Global Advisors
Utah
$4.63M -$2.69M -31,175 -39%
Bank of New York Mellon
22
Bank of New York Mellon
New York
$4.45M +$594K +6,878 +17%
Morgan Stanley
23
Morgan Stanley
New York
$4.13M +$202K +2,341 +6%
Invesco
24
Invesco
Georgia
$4.04M -$579K -6,708 -14%
Goldman Sachs
25
Goldman Sachs
New York
$3.83M +$658K +7,617 +23%

ESQ Hedge Fund Activity: Q2 2025 in Review

152 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Esquire Financial Holdings (ESQ) for Q2 2025, worth a combined $550M — up 30% from $422M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new ESQ positions and 13 closed out — a net gain of 23 holders — while 42 added to existing stakes and 49 trimmed.

The largest buyer was Copeland Capital Management, adding an estimated $21.1M. The largest seller was Bank of America, cutting an estimated $5.14M.

  • 152 institutional investors held Esquire Financial Holdings (ESQ) as of Q2 2025, up from 131 in Q1 2025.
  • Funds reported $550M of Esquire Financial Holdings stock for Q2 2025, up 30% quarter-over-quarter.
  • 36 funds opened new Esquire Financial Holdings positions in Q2 2025 and 13 closed out, a net change of +23 holders.
  • The largest Esquire Financial Holdings buyer in Q2 2025 was Copeland Capital Management, an estimated $21.1M added.
  • The largest Esquire Financial Holdings seller in Q2 2025 was Bank of America, an estimated $5.14M sold.

Based on aggregated 13F filings for Q2 2025.