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EBTC

Enterprise Bancorp

Delisted

EBTC was delisted on the 30th of June, 2025.

94 hedge funds and large institutions have $181M invested in Enterprise Bancorp in 2025 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 38 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

52% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 25

50% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 8

5% more capital invested

Capital invested by funds: $172M → $181M (+$9.1M)

4% more funds holding

Funds holding: 9094 (+4)

1.06% more ownership

Funds ownership: 35.51%36.57% (+1.1%)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $16K

Holders
94
Holders Change
+4
Holders Change %
+4.44%
% of All Funds
1.24%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
38
Reduced
25
Closed
8
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FDCP
26
Foster Dykema Cabot & Partners
Massachusetts
$1.24M
JP Morgan Chase
27
JP Morgan Chase
New York
$1.21M -$472K -12,378 -29%
YCM
28
Yakira Capital Management
Connecticut
$1.19M
Charles Schwab
29
Charles Schwab
California
$1.15M +$50.6K +1,327 +5%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$995K +$35.8K +938 +4%
CPSC
31
Carl P. Sherr & Co
Massachusetts
$843K +$2.25K +59 +0.3%
BPA
32
Beacon Pointe Advisors
California
$781K
PAM
33
Panagora Asset Management
Massachusetts
$769K -$652K -17,097 -47%
PCM
34
Prelude Capital Management
New York
$751K +$181K +4,738 +33%
N
35
Nuveen
North Carolina
$724K -$247K -6,481 -26%
Citadel Advisors
36
Citadel Advisors
Florida
$712K +$686K +17,964 New
LPL Financial
37
LPL Financial
California
$711K +$382 +10 +0.1%
Barclays
38
Barclays
United Kingdom
$653K +$250K +6,545 +66%
HighTower Advisors
39
HighTower Advisors
Illinois
$622K +$73K +1,913 +14%
RhumbLine Advisers
40
RhumbLine Advisers
Massachusetts
$603K +$6.6K +173 +1%
Legal & General Group
41
Legal & General Group
United Kingdom
$599K +$541K +14,167 +1,512%
SAM
42
Silvercrest Asset Management
New York
$551K
OAM
43
Oxford Asset Management
United Kingdom
$537K +$83.3K +2,183 +19%
Jane Street
44
Jane Street
New York
$483K -$224K -5,857 -32%
AllianceBernstein
45
AllianceBernstein
Tennessee
$452K +$79.4K +2,080 +22%
QCM
46
Quantinno Capital Management
New York
$391K +$377K +9,870 New
MWA
47
Medallion Wealth Advisors
Connecticut
$379K -$5.65K -148 -2%
BFIM
48
Beese Fulmer Investment Management
Ohio
$351K
Royal Bank of Canada
49
Royal Bank of Canada
Ontario, Canada
$335K -$34.6K -906 -10%
AQR Capital Management
50
AQR Capital Management
Connecticut
$327K +$24.4K +639 +8%

EBTC Hedge Fund Activity: Q2 2025 in Review

94 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q2 2025, worth a combined $181M — up 5.3% from $172M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new EBTC positions and 8 closed out — a net gain of 4 holders — while 38 added to existing stakes and 25 trimmed.

The largest buyer was First Trust Capital Management, opening a new position worth an estimated $3.37M. The largest seller was Ategra Capital Management, exiting entirely with an estimated $3.07M sold.

  • 94 institutional investors held Enterprise Bancorp (EBTC) as of Q2 2025, up from 90 in Q1 2025.
  • Funds reported $181M of Enterprise Bancorp stock for Q2 2025, up 5.3% quarter-over-quarter.
  • 12 funds opened new Enterprise Bancorp positions in Q2 2025 and 8 closed out, a net change of +4 holders.
  • The largest Enterprise Bancorp buyer in Q2 2025 was First Trust Capital Management, an estimated $3.37M added.
  • The largest Enterprise Bancorp seller in Q2 2025 was Ategra Capital Management, an estimated $3.07M sold.

Based on aggregated 13F filings for Q2 2025.