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Enterprise Financial Services Corp

242 hedge funds and large institutions have $1.61B invested in Enterprise Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 85 increasing their positions, 73 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,363% more call options, than puts

Call options by funds: $554K | Put options by funds: $16K

106% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 18

16% more repeat investments, than reductions

Existing positions increased: 85 | Existing positions reduced: 73

8% more funds holding

Funds holding: 224242 (+18)

3.02% more ownership

Funds ownership: 77.99%81% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

1% less capital invested

Capital invested by funds: $1.63B → $1.61B (-$24.1M)

Holders
242
Holders Change
+18
Holders Change %
+8.04%
% of All Funds
3.25%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
37
Increased
85
Reduced
73
Closed
18
Calls
$554K
Puts
$16K
Net Calls
+$538K
Net Calls Change
-$71K
Name Holding Trade Value Shares
Change
Change in
Stake
RIL
226
Rothschild Investment LLC
Illinois
$2.15K +$864 +15 +60%
AF
227
Allworth Financial
California
$2.01K +$2.25K +39 New
BWL
228
Bogart Wealth LLC
Virginia
$1.61K -$1.96K -34 -53%
Amundi
229
Amundi
France
$1.42K +$979 +17 +142%
BIA
230
Bell Investment Advisors
California
$1.24K
CWP
231
Concord Wealth Partners
Virginia
$1.13K
C
232
Covestor
United Kingdom
$1K -$748 -13 -42%
Lazard Asset Management
233
Lazard Asset Management
New York
$1K +$1.73K +30 New
JWA
234
JFS Wealth Advisors
Pennsylvania
$430
MPWT
235
MassMutual Private Wealth & Trust
Connecticut
$376
SC
236
Stephens Consulting
Michigan
$269 +$288 +5 New
GFPC
237
Global Financial Private Client
Florida
$215 +$173 +3 +300%
RA
238
Rise Advisors
New York
$110 -$27.6K -479 -100%
SIC
239
SJS Investment Consulting
Ohio
$108
FFA
240
Farther Finance Advisors
California
$107 +$115 +2 New
OCM
241
Orion Capital Management
California
$54
WAM
242
Weiss Asset Management
Massachusetts
-$9.61M -170,318 Closed
EC
243
EJF Capital
Virginia
-$2.39M -42,290 Closed
Assenagon Asset Management
244
Assenagon Asset Management
Luxembourg
-$515K -9,133 Closed
CCMG
245
Clark Capital Management Group
Pennsylvania
-$305K -5,401 Closed
Two Sigma Advisers
246
Two Sigma Advisers
New York
-$304K -5,390 Closed
KAS
247
Kestra Advisory Services
Texas
-$302K -5,348 Closed
Voloridge Investment Management
248
Voloridge Investment Management
Florida
-$207K -3,675 Closed
CAPTRUST Financial Advisors
249
CAPTRUST Financial Advisors
North Carolina
-$204K -3,610 Closed
CM
250
Crestline Management
Texas
-$203K -3,600 Closed

EFSC Hedge Fund Activity: Q1 2025 in Review

242 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q1 2025, worth a combined $1.61B — down 1.5% from $1.63B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new EFSC positions and 18 closed out — a net gain of 19 holders — while 85 added to existing stakes and 73 trimmed.

The largest buyer was First Trust Advisors, adding an estimated $76.4M. The largest seller was Wellington Management Group, cutting an estimated $36.3M.

  • 242 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q1 2025, up from 224 in Q4 2024.
  • Funds reported $1.61B of Enterprise Financial Services Corp stock for Q1 2025, down 1.5% quarter-over-quarter.
  • 37 funds opened new Enterprise Financial Services Corp positions in Q1 2025 and 18 closed out, a net change of +19 holders.
  • The largest Enterprise Financial Services Corp buyer in Q1 2025 was First Trust Advisors, an estimated $76.4M added.
  • The largest Enterprise Financial Services Corp seller in Q1 2025 was Wellington Management Group, an estimated $36.3M sold.

Based on aggregated 13F filings for Q1 2025.