Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

ESQUIRE FINL HLDGS INC COM (ESQ)

149 + Investors. Track Smart Money conviction in ESQ. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -2
Streak
1Q ▼
Buyers last Q
53%

Smart Money Signals — ESQ

Based on 149 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their ESQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (99% of max)

99% of all-time peak
149 hedge funds hold ESQ right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
🚀

Fast accumulation — +25% more funds vs a year ago

fund count last 6Q
+30 new funds entered over the past year (+25% YoY). That's a rapid rush of institutional money. Fast accumulation often signals a major thesis — but it also means the stock could fall quickly if that thesis breaks.
🟡

Slight buying edge — 53% buying

70 buying63 selling
Last quarter: 70 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-7 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 21 → 31 → 23 → 16. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

43% of holders stayed for 2+ years

■ 43% conviction (2yr+) ■ 32% medium ■ 26% new
64 out of 149 hedge funds have held ESQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

23 → 21 → 31 → 23 → 16 new funds/Q
New funds entering each quarter: 21 → 31 → 23 → 16. ESQ is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Deep conviction — 50% of holders stayed 2+ years

■ 50% veterans ■ 12% 1-2yr ■ 38% new
Of 149 current holders: 74 (50%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
✅

Strong quality — 35% AUM from major funds

35% from top-100 AUM funds
31 of 149 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.9
out of 10
Low Exit Risk
Exit risk score 3.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — ESQ

In 2025 Q4, 70 hedge funds were net buyers of ESQ (16 opened a new position, 54 added to an existing one), while 63 reduced or exited (45 trimmed, 18 sold completely) — a 53% buyer ratio, indicating a slight buying edge. 35% of total institutional value in ESQ is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -2 funds (more exits than new entries). Total institutional holders: 149.

Hedge Fund Ownership: ESQ

How many hedge funds hold ESQ — quarterly history vs. share price
Quarterly hedge fund ownership of ESQ vs. share price

Market Analysis: ESQ

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: ESQ

Financial Services Banks - Regional

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

28 top-rated funds 3 high-conviction
Consensus
6.3
/ 10
breadth
×
Elite
2.6
/ 10
conviction
Hedge Fund Positioning: ESQ
2026 Q1 Stats Unlock in 7 days 149 + Investors

Track Smart Money conviction in ESQ. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 149 151 -1.32%
13F Shares 6M 6M 0.66%
Total Value $596M $591M 0.88%
New Positions 16 23 -7
Increased Positions 54 52 +2
Closed Positions 18 16 +2
Reduced Positions 45 46 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: ESQ

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Short % of Float --

Financial Highlights

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Institutional Holders (2026 Q1)

149 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in ESQ. Verified SEC 13F-HR filings.

Top 25 institutional holders of ESQ — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Ampfield Management, L.P. 31.03% 233,216 $25K
2 Rosenthal | Henry Capital Advisors, Inc. 4.00% 38,037 $4.1M
3 Cox Capital Mgt LLC 1.94% 27,133 $2.9M
4 Copeland Capital Management, LLC 0.73% 304,647 $32.7M
5 Mawer Investment Management Ltd. 0.50% 725,214 $78.0M
6 Granite Investment Partners, LLC 0.41% 61,334 $6.6M
7 WASATCH ADVISORS LP 0.25% 344,046 $37.0M
8 ROYCE & ASSOCIATES LP 0.17% 162,346 $17.5M
9 Arcus Capital Partners, LLC 0.14% 3,867 $395K
10 Piscataqua Savings Bank 0.12% 1,600 $172K
11 EMERALD MUTUAL FUND ADVISERS TRUST 0.10% 18,513 $2.0M
12 Informed Momentum Co LLC 0.10% 7,683 $826K
13 Next Level Private LLC 0.06% 2,500 $269K
14 Stokes Family Office, LLC 0.04% 4,000 $430K
15 CenterBook Partners LP 0.03% 5,662 $609K
16 PERSONAL CFO SOLUTIONS, LLC 0.03% 2,135 $229K
17 Brooklyn Investment Group 0.02% 6,777 $729K
18 Vise Technologies, Inc. 0.01% 5,764 $588K
19 Meridian Wealth Management, LLC 0.01% 3,000 $322K
20 HOLLENCREST CAPITAL MANAGEMENT 0.01% 2,312 $249K
21 AlphaQuest LLC 0.01% 1,503 $153K
22 Caitong International Asset Management Co., Ltd 0.01% 411 $44K
23 Covestor Ltd 0.01% 88 —
24 Diversified Trust Co 0.00% 2,412 $259K
25 BAHL & GAYNOR INC 0.00% 8,600 $924K
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — ESQUIRE FINL HLDGS INC COM (ESQ)

What does the Smart Money Trend signal show for ESQ?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their ESQ positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for ESQ?

Slight buying edge — 53% buying: Last quarter: 70 funds bought or added vs 63 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for ESQ holders?

Strong quality — 35% AUM from major funds: 31 of 149 holders rank in the top 100 by AUM, accounting for 35% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held ESQ?

43% of holders stayed for 2+ years: 64 out of 149 hedge funds have held ESQ for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.