We are live on ! Find out more
EFSC icon

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
Qube Research & Technologies (QRT)
26
Qube Research & Technologies (QRT)
United Kingdom
$9.83M +$185K +3,553 +2%
Goldman Sachs
27
Goldman Sachs
New York
$9.65M -$2.41M -46,186 -21%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$9.59M +$163K +3,118 +2%
Fisher Asset Management
29
Fisher Asset Management
Washington
$8.94M -$82.5K -1,582 -1%
UBS AM
30
UBS AM
Illinois
$7.94M +$1.96M +37,615 +35%
MOACM
31
Mutual of America Capital Management
New York
$7.75M -$49.3K -945 -0.7%
PFC
32
Phocas Financial Corp
California
$7.22M +$991 +19 +0%
EF
33
Empowered Funds
Pennsylvania
$6.93M +$130K +2,490 +2%
DA
34
Denali Advisors
California
$6.72M +$364K +6,976 +6%
Morgan Stanley
35
Morgan Stanley
New York
$6.61M -$67.8K -1,300 -1%
Russell Investments Group
36
Russell Investments Group
United Kingdom
$6.05M +$1.02M +19,540 +22%
Raymond James Financial
37
Raymond James Financial
Florida
$5.99M -$909K -17,430 -14%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$5.98M -$612K -11,732 -10%
Boston Partners
39
Boston Partners
Massachusetts
$5.95M +$3.3M +63,261 +142%
MGIA
40
Moneta Group Investment Advisors
Missouri
$5.55M +$430K +8,250 +9%
PCM
41
Peregrine Capital Management
Minnesota
$5.36M -$170K -3,254 -3%
Barclays
42
Barclays
United Kingdom
$5.35M +$1.34M +25,677 +36%
PL
43
Plancorp LLC
Missouri
$5.32M -$51.7K -991 -1%
Universal-Beteiligungs- und Servicegesellschaft
44
Universal-Beteiligungs- und Servicegesellschaft
Germany
$5.3M +$390K +7,475 +8%
Wells Fargo
45
Wells Fargo
California
$5.18M -$333K -6,392 -6%
HIM
46
Hillsdale Investment Management
Ontario, Canada
$4.96M +$4.69M +90,000 New
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$4.67M -$34.6K -664 -0.8%
Ameriprise
48
Ameriprise
Minnesota
$4.52M +$229K +4,394 +6%
VF
49
Vest Financial
Virginia
$4.18M +$634K +12,164 +19%
MCM
50
Maltese Capital Management
New York
$4.13M

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.