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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
CCM
51
Chicago Capital Management
Illinois
$312K +$300K +7,859 New
BFS
52
BridgePort Financial Solutions
Iowa
$299K
CWM
53
Cabot Wealth Management
Massachusetts
$290K
PAS
54
Point72 Asia (Singapore)
Singapore
$289K +$278K +7,293 New
Goldman Sachs
55
Goldman Sachs
New York
$286K -$646K -16,936 -70%
Raymond James Financial
56
Raymond James Financial
Florida
$278K
PAG
57
Private Advisor Group
New Jersey
$263K
Wells Fargo
58
Wells Fargo
California
$254K +$18K +472 +8%
Franklin Resources
59
Franklin Resources
California
$253K
Mariner
60
Mariner
Kansas
$252K -$15.2K -397 -6%
Bank of America
61
Bank of America
North Carolina
$232K -$48.8K -1,278 -18%
MIM
62
MetLife Investment Management
New Jersey
$227K
Mirae Asset Global ETFs Holdings
63
Mirae Asset Global ETFs Holdings
Hong Kong
$217K -$17.1K -448 -8%
IIM
64
INTECH Investment Management
Florida
$216K
HG
65
Harbor Group
New Hampshire
$204K +$38 +1 +0%
Deutsche Bank
66
Deutsche Bank
Germany
$180K -$65.5K -1,716 -27%
New York State Common Retirement Fund
67
New York State Common Retirement Fund
New York
$174K
UBS Group
68
UBS Group
Switzerland
$167K -$346K -9,062 -68%
PFSRSONJ
69
Police & Firemen's Retirement System of New Jersey
New Jersey
$106K
TRCT
70
Tower Research Capital (TRC)
New York
$98.2K +$75.5K +1,978 +396%
Osaic Holdings
71
Osaic Holdings
Arizona
$61.3K +$114 +3 +0.2%
AIP
72
Ameritas Investment Partners
Nebraska
$40.4K +$8.78K +230 +29%
BNP Paribas Financial Markets
73
BNP Paribas Financial Markets
France
$39.3K +$15.3K +400 +68%
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$32K +$2.06K +54 +7%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$29.1K

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.