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Enterprise Financial Services Corp
EFSC

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: 224 → 242 (+18)

3.02% more ownership

Funds ownership: 77.99% → 81% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (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

Top Buyers

Rank Fund Capital Flow
1
First Trust Advisors
First Trust Advisors
Illinois
+$76.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$13M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$5.16M
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
+$5.11M
5
Nomura Holdings
Nomura Holdings
Japan
+$4.53M

Top Sellers

Rank Fund Capital Flow
1
Wellington Management Group
Wellington Management Group
Massachusetts
-$36.3M
2
WAM
Weiss Asset Management
Massachusetts
-$9.61M
3
JP Morgan Chase
JP Morgan Chase
New York
-$6.22M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
-$5.23M
5
State Street
State Street
Massachusetts
-$4.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
FP
26
Foundry Partners
Minnesota
$9.36M +$171K +2,977 +2%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$9.19M -$228K -3,963 -2%
Fisher Asset Management
28
Fisher Asset Management
Washington
$8.8M +$5.16M +89,592 +121%
Hotchkis & Wiley Capital Management
29
Hotchkis & Wiley Capital Management
California
$8.68M -$5.23M -90,850 -36%
MOACM
30
Mutual of America Capital Management
New York
$7.61M – – –
PFC
31
Phocas Financial Corp
California
$7.04M -$427K -7,420 -5%
Raymond James Financial
32
Raymond James Financial
Florida
$6.78M -$446K -7,743 -6%
EF
33
Empowered Funds
Pennsylvania
$6.63M +$2.42K +42 +0%
Morgan Stanley
34
Morgan Stanley
New York
$6.51M -$3.53M -61,276 -34%
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$6.46M -$285K -4,944 -4%
DA
36
Denali Advisors
California
$6.18M -$406K -7,044 -6%
UBS AM
37
UBS AM
Illinois
$5.72M +$565K +9,816 +10%
PCM
38
Peregrine Capital Management
Minnesota
$5.4M -$316K -5,483 -5%
Wells Fargo
39
Wells Fargo
California
$5.39M -$51.2K -890 -0.9%
PL
40
Plancorp LLC
Missouri
$5.24M +$2.21M +38,406 +65%
MGIA
41
Moneta Group Investment Advisors
Missouri
$4.97M +$102K +1,763 +2%
Russell Investments Group
42
Russell Investments Group
United Kingdom
$4.85M +$288K +5,002 +6%
Universal-Beteiligungs- und Servicegesellschaft
43
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.77M +$5.11M +88,783 New
Thrivent Financial for Lutherans
44
Thrivent Financial for Lutherans
Minnesota
$4.68M -$865K -15,022 -15%
Susquehanna International Group
45
Susquehanna International Group
Pennsylvania
$4.59M +$1.79M +31,171 +58%
Invesco
46
Invesco
Georgia
$4.29M -$142K -2,474 -3%
Nomura Holdings
47
Nomura Holdings
Japan
$4.23M +$4.53M +78,638 New
Ameriprise
48
Ameriprise
Minnesota
$4.17M -$317K -5,503 -7%
MCM
49
Maltese Capital Management
New York
$4.03M +$391K +6,800 +10%
BGIM
50
Brandywine Global Investment Management
Pennsylvania
$3.97M -$168K -2,910 -4%
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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.