EFSC icon

Enterprise Financial Services Corp

242 hedge funds and large institutions have $1.62B invested in Enterprise Financial Services Corp in 2025 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 74 increasing their positions, 99 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

less ownership

Funds ownership:

8% less capital invested

Capital invested by funds: $1.77B → $1.62B (-$143M)

25% less repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 99

Holders
242
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
Westfuller Advisors
New York
$1.78K
AF
227
Allworth Financial
California
$1.67K
BWL
228
Bogart Wealth LLC
Virginia
$1.62K
BIA
229
Bell Investment Advisors
California
$1.24K
BFS
230
Bare Financial Services
Pennsylvania
$1.24K
RIL
231
Rothschild Investment LLC
Illinois
$1.19K
TM
232
Torren Management
California
$617
JWA
233
JFS Wealth Advisors
Pennsylvania
$540
MPWT
234
MassMutual Private Wealth & Trust
Connecticut
$378
KFAS
235
Keating Financial Advisory Services
Kansas
$270
LFG
236
Larson Financial Group
Missouri
$216
TPCW
237
TD Private Client Wealth
New York
$216
SIC
238
SJS Investment Consulting
Ohio
$162
FFO
239
Fortitude Family Office
Arizona
$108
RWM
240
Rialto Wealth Management
New York
$54
OCM
241
Orion Capital Management
California
$54
HIA
242
HFM Investment Advisors
New Jersey
$54
Macquarie Group
243
Macquarie Group
Australia
EF
244
Empowered Funds
Pennsylvania
HIM
245
Hillsdale Investment Management
Ontario, Canada
EPCA
246
Elizabeth Park Capital Advisors
Ohio
Jane Street
247
Jane Street
New York
WAM
248
Wakefield Asset Management
Colorado
CIP
249
Convergence Investment Partners
Florida
HEIP
250
Hudson Edge Investment Partners
New Jersey