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Enterprise Financial Services Corp
EFSC

224 hedge funds and large institutions have $1.63B invested in Enterprise Financial Services Corp in 2024 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 90 increasing their positions, 64 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,353% more call options, than puts

Call options by funds: $654K | Put options by funds: $45K

41% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 64

12% more capital invested

Capital invested by funds: $1.45B → $1.63B (+$179M)

1.8% more ownership

Funds ownership: 76.19% → 77.99% (+1.8%)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

4% less first-time investments, than exits

New positions opened: 23 | Existing positions closed: 24

1% less funds holding

Funds holding: 227 → 224 (-3)

Holders
224
Holders Change
-3
Holders Change %
-1.32%
% of All Funds
2.95%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
23
Increased
90
Reduced
64
Closed
24
Calls
$654K
Puts
$45K
Net Calls
+$609K
Net Calls Change
-$352K

Top Buyers

1
WAM
Weiss Asset Management
Massachusetts
+$9.53M
2
State Street
State Street
Massachusetts
+$7.24M
3
Jennison Associates
Jennison Associates
New York
+$7M
4
N
Nuveen
North Carolina
+$6.04M
5
American Century Companies
American Century Companies
Missouri
+$5.42M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$9.58M
2
FMI
F/M Investments
District of Columbia
-$8.17M
3
Millennium Management
Millennium Management
New York
-$5.52M
4
Morgan Stanley
Morgan Stanley
New York
-$4.39M
5
KCM
Kennedy Capital Management
Missouri
-$2.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFSRSONJ
126
Police & Firemen's Retirement System of New Jersey
New Jersey
$448K +$444K +7,942 New
JCM
127
Jag Capital Management
Missouri
$446K – – –
Handelsbanken Fonder
128
Handelsbanken Fonder
Sweden
$442K – – –
KeyBank National Association
129
KeyBank National Association
Ohio
$433K +$114K +2,044 +36%
Wealth Enhancement Advisory Services
130
Wealth Enhancement Advisory Services
Minnesota
$414K +$39.1K +699 +11%
HC
131
Henshaw Capital
Massachusetts
$413K – – –
KK
132
KLP Kapitalforvaltning
Norway
$406K +$403K +7,200 New
AIM
133
Acropolis Investment Management
Missouri
$397K – – –
LPL Financial
134
LPL Financial
California
$393K +$51.2K +915 +15%
CC
135
Courier Capital
New York
$362K – – –
Lido Advisors
136
Lido Advisors
California
$359K – – –
CP
137
Cornerstone Planning
North Carolina
$353K +$350K +6,252 New
EWA
138
EP Wealth Advisors
California
$348K – – –
BB
139
Busey Bank
Illinois
$341K +$8.17K +146 +2%
PFA
140
Pure Financial Advisors
California
$340K +$951 +17 +0.3%
FFA
141
First Foundation Advisors
California
$331K – – –
FPAS
142
Focus Partners Advisor Solutions
Missouri
$323K -$24.8K -443 -7%
AAM
143
Advisors Asset Management
Colorado
$323K +$127K +2,268 +66%
XT
144
XTX Topco
Cayman Islands
$322K +$22.3K +399 +8%
TC
145
Trilogy Capital
California
$322K – – –
Two Sigma Investments
146
Two Sigma Investments
New York
$320K – – –
PFBT
147
Parkside Financial Bank & Trust
Missouri
$318K -$40.9K -731 -11%
CA
148
Claris Advisors
Missouri
$317K +$168 +3 +0.1%
WCG
149
Weaver Consulting Group
California
$317K – – –
CCMG
150
Clark Capital Management Group
Pennsylvania
$305K – – –
4 5
6
7 8

EFSC Hedge Fund Activity: Q4 2024 in Review

224 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Enterprise Financial Services Corp (EFSC) for Q4 2024, worth a combined $1.63B — up 12% from $1.45B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of EFSC and 23 opened new positions — a net loss of 1 holder — while 64 trimmed existing stakes and 90 added.

The largest buyer was Weiss Asset Management, opening a new position worth an estimated $9.53M. The largest seller was Wellington Management Group, cutting an estimated $9.58M.

  • 224 institutional investors held Enterprise Financial Services Corp (EFSC) as of Q4 2024, down from 227 in Q3 2024.
  • Funds reported $1.63B of Enterprise Financial Services Corp stock for Q4 2024, up 12% quarter-over-quarter.
  • 23 funds opened new Enterprise Financial Services Corp positions in Q4 2024 and 24 closed out, a net change of -1 holder.
  • The largest Enterprise Financial Services Corp buyer in Q4 2024 was Weiss Asset Management, an estimated $9.53M added.
  • The largest Enterprise Financial Services Corp seller in Q4 2024 was Wellington Management Group, an estimated $9.58M sold.

Based on aggregated 13F filings for Q4 2024.