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ESSA

ESSA Bancorp

Delisted

ESSA was delisted on the 23rd of July, 2025.

75 hedge funds and large institutions have $94M invested in ESSA Bancorp in 2025 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 16 increasing their positions, 27 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 5

23.1% more ownership

Funds ownership: 25.99%49.09% (+23%)

10% more funds holding

Funds holding: 6875 (+7)

2% more capital invested

Capital invested by funds: $91.9M → $94M (+$2.15M)

41% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 27

50% less call options, than puts

Call options by funds: $2K | Put options by funds: $4K

Holders
75
Holders Change
+7
Holders Change %
+10.29%
% of All Funds
1.01%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
16
Reduced
27
Closed
5
Calls
$2K
Puts
$4K
Net Calls
-$2K
Net Calls Change
+$2K
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$434K
OAM
27
Oxford Asset Management
United Kingdom
$429K +$461K +22,758 New
Bank of New York Mellon
28
Bank of New York Mellon
New York
$429K +$7.51K +371 +2%
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$392K -$20.2K -1,000 -5%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$377K +$142 +7 +0%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$377K
PCM
32
Prelude Capital Management
New York
$297K +$319K +15,759 New
Citadel Advisors
33
Citadel Advisors
Florida
$296K -$66.2K -3,269 -17%
NFG
34
Northeast Financial Group
Pennsylvania
$295K
BFIM
35
Beese Fulmer Investment Management
Ohio
$290K
SEIA
36
Signature Estate & Investment Advisors
California
$281K -$21.9K -1,083 -7%
Barclays
37
Barclays
United Kingdom
$275K -$20.5K -1,015 -7%
JP Morgan Chase
38
JP Morgan Chase
New York
$261K -$321K -15,865 -53%
Bank of America
39
Bank of America
North Carolina
$252K +$25.7K +1,269 +10%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$241K +$259K +12,782 New
N
41
Nuveen
North Carolina
$239K
QPWM
42
Quadrant Private Wealth Management
Pennsylvania
$230K +$182 +9 +0.1%
SO
43
STRS Ohio
Ohio
$219K +$113K +5,600 +93%
CFGW
44
Chancellor Financial Group WB
Pennsylvania
$214K +$230K +11,350 New
Jane Street
45
Jane Street
New York
$196K +$210K +10,381 New
Stifel Financial
46
Stifel Financial
Missouri
$190K +$204K +10,094 New
HA
47
Harbor Advisors
Florida
$189K
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$148K -$15.4K -759 -9%
Deutsche Bank
49
Deutsche Bank
Germany
$143K +$39.7K +1,959 +35%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$140K -$11.6K -573 -7%

ESSA Hedge Fund Activity: Q1 2025 in Review

75 of the 7,458 institutional investors tracked by Wall St. Rank reported a position in ESSA Bancorp (ESSA) for Q1 2025, worth a combined $94M — up 2.3% from $91.9M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new ESSA positions and 5 closed out — a net gain of 7 holders — while 16 added to existing stakes and 27 trimmed.

The largest buyer was Stieven Capital Advisors, opening a new position worth an estimated $4M. The largest seller was FJ Capital Management, cutting an estimated $1.68M.

  • 75 institutional investors held ESSA Bancorp (ESSA) as of Q1 2025, up from 68 in Q4 2024.
  • Funds reported $94M of ESSA Bancorp stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 12 funds opened new ESSA Bancorp positions in Q1 2025 and 5 closed out, a net change of +7 holders.
  • The largest ESSA Bancorp buyer in Q1 2025 was Stieven Capital Advisors, an estimated $4M added.
  • The largest ESSA Bancorp seller in Q1 2025 was FJ Capital Management, an estimated $1.68M sold.

Based on aggregated 13F filings for Q1 2025.