We are live on ! Find out more
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
GI
76
GAMMA Investing
California
$21.7K +$11.1K +292 +115%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$19.6K +$191 +5 +1%
AB
78
Amalgamated Bank
New York
$13K
EWA
79
EverSource Wealth Advisors
Alabama
$11.3K +$10.8K +283 +9,433%
SCM
80
Sterling Capital Management
North Carolina
$10.5K +$3.59K +94 +55%
Nisa Investment Advisors
81
Nisa Investment Advisors
Missouri
$9.55K +$229 +6 +3%
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$6.82K
PD
83
Point72 (DIFC)
United Arab Emirates
$6.77K +$6.53K +171 New
VCM
84
Versant Capital Management
Arizona
$6.03K
CFD
85
Creative Financial Designs
Indiana
$4.56K -$1.87K -49 -30%
US Bancorp
86
US Bancorp
Minnesota
$2.62K +$2.52K +66 New
Comerica Bank
87
Comerica Bank
Texas
$2.26K -$1.22K -32 -36%
AAP
88
Arax Advisory Partners
Colorado
$1.59K +$1.53K +40 New
LFG
89
Larson Financial Group
Missouri
$1.07K +$1.03K +27 New
RIL
90
Rothschild Investment LLC
Illinois
$991 +$763 +20 +400%
PFBT
91
Parkside Financial Bank & Trust
Missouri
$595 +$572 +15 New
Federated Hermes
92
Federated Hermes
Pennsylvania
$476 -$191 -5 -29%
IA
93
IFP Advisors
Florida
$239 -$38 -1 Closed
EP
94
Essential Partners
California
$119 +$114 +3 New
SC
95
Stephens Consulting
Michigan
$40 +$38 +1 New
ACM
96
Ategra Capital Management
Virginia
-$3.07M -78,942 Closed
VF
97
Virtu Financial
New York
-$269K -6,913 Closed
Assenagon Asset Management
98
Assenagon Asset Management
Luxembourg
-$259K -6,660 Closed
CF
99
Corebridge Financial
Texas
-$189K -4,847 Closed
SG Americas Securities
100
SG Americas Securities
New York
-$131K -3,365 Closed

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.