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Enterprise Financial Services Corp

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: 240245 (+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: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
51
UBS Group
Switzerland
$4.32M +$1.11M +19,108 +34%
AQR Capital Management
52
AQR Capital Management
Connecticut
$4.17M +$928K +15,962 +28%
Swiss National Bank
53
Swiss National Bank
Switzerland
$4.15M +$58.2K +1,000 +1%
SEI Investments
54
SEI Investments
Pennsylvania
$4.02M +$146K +2,511 +4%
BGIM
55
Brandywine Global Investment Management
Pennsylvania
$3.97M -$146K -2,514 -4%
AIM
56
AXA Investment Managers
France
$3.94M +$3.95M +67,921 New
New York State Common Retirement Fund
57
New York State Common Retirement Fund
New York
$3.83M -$86K -1,479 -2%
Ameriprise
58
Ameriprise
Minnesota
$3.8M -$965K -16,597 -20%
Barclays
59
Barclays
United Kingdom
$3.74M -$1.89M -32,567 -34%
Invesco
60
Invesco
Georgia
$3.67M -$416K -7,154 -10%
RhumbLine Advisers
61
RhumbLine Advisers
Massachusetts
$3.5M -$216K -3,712 -6%
Creative Planning
62
Creative Planning
Kansas
$3.25M -$560K -9,621 -15%
Franklin Resources
63
Franklin Resources
California
$3.06M -$34.8K -599 -1%
TRSOTSOK
64
Teachers Retirement System of the State of Kentucky
Kentucky
$2.81M -$382K -6,573 -12%
VWA
65
Visionary Wealth Advisors
Illinois
$2.79M -$576K -9,902 -17%
Citadel Advisors
66
Citadel Advisors
Florida
$2.57M -$159K -2,727 -6%
GKIM
67
GW&K Investment Management
Massachusetts
$2.52M -$105K -1,809 -4%
EPCA
68
Elizabeth Park Capital Advisors
Ohio
$2.51M +$58.2K +1,000 +2%
KOCAA
69
Knights of Columbus Asset Advisors
Connecticut
$2.4M +$78.7K +1,353 +3%
RC
70
RBF Capital
California
$2.36M
First Manhattan
71
First Manhattan
New York
$2.35M -$14.5K -250 -0.6%
MCM
72
MAI Capital Management
Ohio
$2.33M +$3.66K +63 +0.2%
MT
73
Midwest Trust
Kansas
$2.27M
Legal & General Group
74
Legal & General Group
United Kingdom
$2.25M -$68.1K -1,171 -3%
AllianceBernstein
75
AllianceBernstein
Tennessee
$2.17M +$81.4K +1,400 +4%

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.