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Enterprise Financial Services Corp
EFSC

245 hedge funds and large institutions have $1.77B invested in Enterprise Financial Services Corp in 2025 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 86 increasing their positions, 83 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 21

7% more capital invested

Capital invested by funds: $1.65B → $1.77B (+$120M)

2% more funds holding

Funds holding: 240 → 245 (+5)

1.49% more ownership

Funds ownership: 80.85% → 82.34% (+1.5%)

4% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 83

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

Holders
245
Holders Change
+5
Holders Change %
+2.08%
% of All Funds
3.22%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
28
Increased
86
Reduced
83
Closed
21
Calls
$504K
Puts
–
Net Calls
+$504K
Net Calls Change
+$493K

Top Buyers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
+$33.5M
2
Wellington Management Group
Wellington Management Group
Massachusetts
+$12.1M
3
N
Nuveen
North Carolina
+$9.39M
4
State Street
State Street
Massachusetts
+$9.22M
5
NIG
NFJ Investment Group
Texas
+$7.12M

Top Sellers

1
BlackRock
BlackRock
New York
-$18.5M
2
EARNEST Partners
EARNEST Partners
Georgia
-$4.87M
3
Axa
Axa
France
-$3.74M
4
UBS AM
UBS AM
Illinois
-$3.14M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.91M
Name Holding Trade Value Shares
Change 		Change in
Stake
RFP
226
Root Financial Partners
California
$2.32K +$2.33K +40 New
WA
227
Westfuller Advisors
New York
$1.9K +$1.92K +33 New
BWL
228
Bogart Wealth LLC
Virginia
$1.74K – – –
RIL
229
Rothschild Investment LLC
Illinois
$1.74K – – –
BIA
230
Bell Investment Advisors
California
$1.33K – – –
Fifth Third Bancorp
231
Fifth Third Bancorp
Ohio
$1.1K +$1.1K +19 New
BFS
232
Bare Financial Services
Pennsylvania
$812 – – –
JWA
233
JFS Wealth Advisors
Pennsylvania
$464 – – –
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$406 – – –
LFG
235
Larson Financial Group
Missouri
$232 – – –
SS
236
SBI Securities
Japan
$232 +$233 +4 New
WANY
237
Wealthspire Advisors (New York)
New York
$232 +$233 +4 New
FFO
238
Fortitude Family Office
Arizona
$174 – – –
SIC
239
SJS Investment Consulting
Ohio
$174 – – –
RA
240
Rise Advisors
New York
$120 – – –
OCM
241
Orion Capital Management
California
$58 – – –
RWM
242
Rialto Wealth Management
New York
$58 – – –
HIA
243
HFM Investment Advisors
New Jersey
$58 +$58 +1 New
Axa
244
Axa
France
– -$3.74M -67,921 Closed
HSA
245
Hussman Strategic Advisors
Maryland
– -$2.31M -42,000 Closed
JCIA
246
Jackson Creek Investment Advisors
Colorado
– -$1.69M -30,602 Closed
Renaissance Technologies
247
Renaissance Technologies
New York
– -$1.14M -20,700 Closed
CSS
248
Cubist Systematic Strategies
Connecticut
– -$1.11M -20,152 Closed
HSBC Holdings
249
HSBC Holdings
United Kingdom
– -$642K -11,589 Closed
DS
250
DRW Securities
Illinois
– -$501K -9,094 Closed
7 8 9
10
11

EFSC Hedge Fund Activity: Q3 2025 in Review

245 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q3 2025, worth a combined $1.77B — up 7.3% from $1.65B a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new EFSC positions and 21 closed out — a net gain of 7 holders — while 86 added to existing stakes and 83 trimmed.

The largest buyer was Thrivent Financial for Lutherans, adding an estimated $33.5M. The largest seller was BlackRock, cutting an estimated $18.5M.

  • 245 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q3 2025, up from 240 in Q2 2025.
  • Funds reported $1.77B of Enterprise Financial Services Corp stock for Q3 2025, up 7.3% quarter-over-quarter.
  • 28 funds opened new Enterprise Financial Services Corp positions in Q3 2025 and 21 closed out, a net change of +7 holders.
  • The largest Enterprise Financial Services Corp buyer in Q3 2025 was Thrivent Financial for Lutherans, an estimated $33.5M added.
  • The largest Enterprise Financial Services Corp seller in Q3 2025 was BlackRock, an estimated $18.5M sold.

Based on aggregated 13F filings for Q3 2025.