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Enterprise Financial Services Corp

240 hedge funds and large institutions have $1.65B invested in Enterprise Financial Services Corp in 2025 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 88 increasing their positions, 83 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 83

2% more capital invested

Capital invested by funds: $1.61B → $1.65B (+$36.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 24

0.16% less ownership

Funds ownership: 81%80.85% (-0.16%)

1% less funds holding

Funds holding: 242240 (-2)

Holders
240
Holders Change
-2
Holders Change %
-0.83%
% of All Funds
3.16%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
24
Increased
88
Reduced
83
Closed
24
Calls
$11K
Puts
Net Calls
+$11K
Net Calls Change
-$527K
Name Holding Trade Value Shares
Change
Change in
Stake
BWL
226
Bogart Wealth LLC
Virginia
$1.65K
SAM
227
Smartleaf Asset Management
Massachusetts
$1.5K -$13K -250 -90%
BIA
228
Bell Investment Advisors
California
$1.27K
BFS
229
Bare Financial Services
Pennsylvania
$771 +$730 +14 New
JWA
230
JFS Wealth Advisors
Pennsylvania
$441
MPWT
231
MassMutual Private Wealth & Trust
Connecticut
$386
EP
232
Essential Partners
California
$386 +$365 +7 New
LFG
233
Larson Financial Group
Missouri
$220 +$209 +4 New
SIC
234
SJS Investment Consulting
Ohio
$166 +$52 +1 +50%
FFO
235
Fortitude Family Office
Arizona
$165 +$156 +3 New
RA
236
Rise Advisors
New York
$113
TPWA
237
Twin Peaks Wealth Advisors
California
$57 +$52 +1 New
RWM
238
Rialto Wealth Management
New York
$56 +$52 +1 New
OCM
239
Orion Capital Management
California
$55
FCI
240
Financial Counselors Inc
Kansas
-$2.06M -38,423 Closed
DFCM
241
Dark Forest Capital Management
Puerto Rico
-$1.96M -36,488 Closed
DTL
242
Dynamic Technology Lab
Singapore
-$1.65M -30,713 Closed
TI
243
Trexquant Investment
Connecticut
-$1.6M -29,742 Closed
CF
244
Corebridge Financial
Texas
-$961K -17,883 Closed
I
245
InceptionR
California
-$426K -7,931 Closed
Squarepoint
246
Squarepoint
New York
-$345K -6,419 Closed
M1FG
247
Mach-1 Financial Group
Arkansas
-$319K -5,935 Closed
Robeco Institutional Asset Management
248
Robeco Institutional Asset Management
Netherlands
-$287K -5,346 Closed
EGM
249
Engineers Gate Manager
New York
-$284K -5,293 Closed
Allianz Asset Management
250
Allianz Asset Management
Germany
-$231K -4,300 Closed

EFSC Hedge Fund Activity: Q2 2025 in Review

240 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q2 2025, worth a combined $1.65B — up 2.3% from $1.61B a quarter earlier.

Fund positioning in EFSC was balanced in Q2 2025: 24 funds opened new positions, 24 closed out, 88 added to existing stakes and 83 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $15.9M. The largest seller was Wellington Management Group, cutting an estimated $17.1M.

  • 240 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q2 2025, down from 242 in Q1 2025.
  • Funds reported $1.65B of Enterprise Financial Services Corp stock for Q2 2025, up 2.3% quarter-over-quarter.
  • 24 funds opened new Enterprise Financial Services Corp positions in Q2 2025 and 24 closed out, a net change of 0 holders.
  • The largest Enterprise Financial Services Corp buyer in Q2 2025 was Thrivent Financial for Lutherans, an estimated $15.9M added.
  • The largest Enterprise Financial Services Corp seller in Q2 2025 was Wellington Management Group, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2025.