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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
Mawer Investment Management
1
Mawer Investment Management
Alberta, Canada
$81.7M +$2.4M +23,692 +3%
BlackRock
2
BlackRock
New York
$56.9M +$1.13M +11,122 +2%
Vanguard Group
3
Vanguard Group
Pennsylvania
$46M +$1.19M +11,699 +3%
WA
4
Wasatch Advisors
Utah
$36.8M -$759K -7,484 -2%
BCM
5
Basswood Capital Management
New York
$27.4M
CCM
6
Copeland Capital Management
Pennsylvania
$27.1M +$2.79M +27,528 +12%
State Street
7
State Street
Massachusetts
$24.6M -$5.39M -53,162 -18%
American Century Companies
8
American Century Companies
Missouri
$24.1M -$194K -1,909 -0.8%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$22.9M +$878K +8,658 +4%
GKIM
10
GW&K Investment Management
Massachusetts
$20.4M +$1.24M +12,242 +7%
Dimensional Fund Advisors
11
Dimensional Fund Advisors
Texas
$20M +$205K +2,023 +1%
AM
12
Ampfield Management
New York
$19.4M -$7.31M -72,143 -28%
LEP
13
Langdon Equity Partners
$14.6M +$13.3M +130,846 New
RA
14
Royce & Associates
New York
$13.6M -$136K -1,341 -1%
Northern Trust
15
Northern Trust
Illinois
$9.74M +$203K +2,005 +2%
GCM
16
Gator Capital Management
Florida
$9.61M +$83.1K +820 +0.9%
AllianceBernstein
17
AllianceBernstein
Tennessee
$8M -$99.3K -980 -1%
Goldman Sachs
18
Goldman Sachs
New York
$7.11M +$3.28M +32,326 +87%
Morgan Stanley
19
Morgan Stanley
New York
$6.67M +$804K +7,932 +14%
Charles Schwab
20
Charles Schwab
California
$5.87M +$34.3K +338 +0.6%
First Manhattan
21
First Manhattan
New York
$5.42M -$261K -2,570 -5%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$4.3M +$481K +4,750 +13%
Invesco
23
Invesco
Georgia
$4.18M +$145K +1,431 +4%
CCM
24
Cox Capital Management
Massachusetts
$3.99M +$71.6K +706 +2%
RHCA
25
Rosenthal Henry Capital Advisors
Indiana
$3.88M