We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp

244 hedge funds and large institutions have $1.62B invested in Enterprise Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 74 increasing their positions, 100 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 27

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

0% less funds holding

Funds holding: 245244 (-1)

1.18% less ownership

Funds ownership: 82.34%81.16% (-1.2%)

8% less capital invested

Capital invested by funds: $1.77B → $1.62B (-$144M)

26% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 100

Holders
244
Holders Change
-1
Holders Change %
-0.41%
% of All Funds
2.97%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
30
Increased
74
Reduced
100
Closed
27
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SS
226
Sunbelt Securities
Texas
$2.43K
RFP
227
Root Financial Partners
California
$2.38K +$220 +4 +10%
WA
228
Westfuller Advisors
New York
$1.78K
AF
229
Allworth Financial
California
$1.67K -$4.5K -82 -73%
BWL
230
Bogart Wealth LLC
Virginia
$1.62K
BIA
231
Bell Investment Advisors
California
$1.24K
BFS
232
Bare Financial Services
Pennsylvania
$1.24K +$494 +9 +64%
RIL
233
Rothschild Investment LLC
Illinois
$1.19K -$439 -8 -27%
TM
234
Torren Management
California
$617 +$604 +11 New
JWA
235
JFS Wealth Advisors
Pennsylvania
$540 +$110 +2 +25%
MPWT
236
MassMutual Private Wealth & Trust
Connecticut
$378
KFAS
237
Keating Financial Advisory Services
Kansas
$270 +$275 +5 New
LFG
238
Larson Financial Group
Missouri
$216
TPCW
239
TD Private Client Wealth
New York
$216 +$220 +4 New
SIC
240
SJS Investment Consulting
Ohio
$162
FFO
241
Fortitude Family Office
Arizona
$108 -$55 -1 -33%
HIA
242
HFM Investment Advisors
New Jersey
$54
OCM
243
Orion Capital Management
California
$54
RWM
244
Rialto Wealth Management
New York
$54
Macquarie Group
245
Macquarie Group
Australia
-$69M -1,189,871 Closed
EF
246
Empowered Funds
Pennsylvania
-$8.21M -141,601 Closed
HIM
247
Hillsdale Investment Management
Ontario, Canada
-$5.9M -101,700 Closed
EPCA
248
Elizabeth Park Capital Advisors
Ohio
-$2.51M -43,342 Closed
Jane Street
249
Jane Street
New York
-$1.36M -23,407 Closed
WAM
250
Wakefield Asset Management
Colorado
-$1.14M -19,718 Closed