We are live on ! Find out more
EBTC

Enterprise Bancorp

Delisted

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

90 hedge funds and large institutions have $172M invested in Enterprise Bancorp in 2025 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 28 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% more ownership

Funds ownership: 34.24%35.51% (+1.3%)

2% more capital invested

Capital invested by funds: $168M → $172M (+$3.95M)

0% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 28

2% less funds holding

Funds holding: 9290 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

100% less call options, than puts

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

Holders
90
Holders Change
-2
Holders Change %
-2.17%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
28
Reduced
28
Closed
13
Calls
Puts
$16K
Net Calls
-$16K
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
51
Cabot Wealth Management
Massachusetts
$285K
Bank of America
52
Bank of America
North Carolina
$277K -$170K -4,149 -37%
Raymond James Financial
53
Raymond James Financial
Florida
$273K
VF
54
Virtu Financial
New York
$269K +$283K +6,913 New
Mariner
55
Mariner
Kansas
$263K -$60.5K -1,476 -18%
Assenagon Asset Management
56
Assenagon Asset Management
Luxembourg
$259K -$1.05M -25,672 -79%
PAG
57
Private Advisor Group
New Jersey
$258K
Franklin Resources
58
Franklin Resources
California
$248K +$261K +6,379 New
Deutsche Bank
59
Deutsche Bank
Germany
$244K -$46.7K -1,139 -15%
Wells Fargo
60
Wells Fargo
California
$231K +$5.29K +129 +2%
Mirae Asset Global ETFs Holdings
61
Mirae Asset Global ETFs Holdings
Hong Kong
$230K +$9.59K +234 +4%
MIM
62
MetLife Investment Management
New Jersey
$223K
IIM
63
INTECH Investment Management
Florida
$212K +$223K +5,445 New
HG
64
Harbor Group
New Hampshire
$200K +$41 +1 +0%
CF
65
Corebridge Financial
Texas
$189K -$2.95K -72 -1%
New York State Common Retirement Fund
66
New York State Common Retirement Fund
New York
$171K
SG Americas Securities
67
SG Americas Securities
New York
$131K -$43.3K -1,056 -24%
PFSRSONJ
68
Police & Firemen's Retirement System of New Jersey
New Jersey
$104K
Osaic Holdings
69
Osaic Holdings
Arizona
$60.1K -$574 -14 -0.9%
Legal & General Group
70
Legal & General Group
United Kingdom
$36.5K
AIP
71
Ameritas Investment Partners
Nebraska
$30.8K
Carson Wealth (CWM LLC)
72
Carson Wealth (CWM LLC)
Nebraska
$29K +$1.8K +44 +6%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$28.6K
BNP Paribas Financial Markets
74
BNP Paribas Financial Markets
France
$23K -$353K -8,625 -94%
TRCT
75
Tower Research Capital (TRC)
New York
$19.4K +$12.6K +307 +160%

EBTC Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q1 2025, worth a combined $172M — up 2.3% from $168M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of EBTC and 11 opened new positions — a net loss of 2 holders — while 28 trimmed existing stakes and 28 added.

The largest buyer was Qube Research & Technologies (QRT), opening a new position worth an estimated $5.46M. The largest seller was BlackRock, cutting an estimated $1.62M.

  • 90 institutional investors held Enterprise Bancorp (EBTC) as of Q1 2025, down from 92 in Q4 2024.
  • Funds reported $172M of Enterprise Bancorp stock for Q1 2025, up 2.3% quarter-over-quarter.
  • 11 funds opened new Enterprise Bancorp positions in Q1 2025 and 13 closed out, a net change of -2 holders.
  • The largest Enterprise Bancorp buyer in Q1 2025 was Qube Research & Technologies (QRT), an estimated $5.46M added.
  • The largest Enterprise Bancorp seller in Q1 2025 was BlackRock, an estimated $1.62M sold.

Based on aggregated 13F filings for Q1 2025.