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Enterprise Financial Services Corp
EFSC

Overview Fund Activity

240 hedge funds and large institutions have $1.61B invested in Enterprise Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
85
Reduced
72
Closed
18
Calls
$554K
Puts
$16K
Net Calls
+$538K
Net Calls Change
-$71K

Top Buyers

1
First Trust Advisors
1
First Trust Advisors
Illinois
$75.4M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$124M
3
Fisher Asset Management
3
Fisher Asset Management
Washington
$8.8M
4
Universal-Beteiligungs- und Servicegesellschaft
4
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.77M
5
Nomura Holdings
5
Nomura Holdings
Japan
$4.23M

Top Sellers

1
Wellington Management Group
1
Wellington Management Group
Massachusetts
$147M
2
WAM
2
Weiss Asset Management
Massachusetts
$0
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$24.6M
4
Hotchkis & Wiley Capital Management
4
Hotchkis & Wiley Capital Management
California
$8.68M
5
State Street
5
State Street
Massachusetts
$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWL
226
Bogart Wealth LLC
Virginia
$1.61K -$1.83K -34 -53%
Amundi
227
Amundi
France
$1.42K +$832 +17 +142%
BIA
228
Bell Investment Advisors
California
$1.24K – – –
CWP
229
Concord Wealth Partners
Virginia
$1.13K – – –
C
230
Covestor
United Kingdom
$1K -$722 -13 -42%
Lazard Asset Management
231
Lazard Asset Management
New York
$1K +$1K +30 New
JWA
232
JFS Wealth Advisors
Pennsylvania
$430 – – –
MPWT
233
MassMutual Private Wealth & Trust
Connecticut
$376 – – –
SC
234
Stephens Consulting
Michigan
$269 +$269 +5 New
GFPC
235
Global Financial Private Client
Florida
$215 +$161 +3 +300%
RA
236
Rise Advisors
New York
$110 -$26.3K -479 -100%
SIC
237
SJS Investment Consulting
Ohio
$108 – – –
FFA
238
Farther Finance Advisors
California
$107 +$107 +2 New
OCM
239
Orion Capital Management
California
$54 – – –
WAM
240
Weiss Asset Management
Massachusetts
– -$9.61M -170,318 Closed
EC
241
EJF Capital
Virginia
– -$2.39M -42,290 Closed
Assenagon Asset Management
242
Assenagon Asset Management
Luxembourg
– -$515K -9,133 Closed
CCMG
243
Clark Capital Management Group
Pennsylvania
– -$305K -5,401 Closed
Two Sigma Advisers
244
Two Sigma Advisers
New York
– -$304K -5,390 Closed
KAS
245
Kestra Advisory Services
Texas
– -$302K -5,348 Closed
Voloridge Investment Management
246
Voloridge Investment Management
Florida
– -$207K -3,675 Closed
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
– -$204K -3,610 Closed
CM
248
Crestline Management
Texas
– -$203K -3,600 Closed
LSV Asset Management
249
LSV Asset Management
Illinois
– -$158K -2,800 Closed
HEIP
250
Hudson Edge Investment Partners
New Jersey
– -$121K -2,152 Closed
7 8 9
10
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