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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
Two Sigma Advisers
151
Two Sigma Advisers
New York
$304K -$1.13M -20,200 -79%
KAS
152
Kestra Advisory Services
Texas
$302K +$299K +5,348 New
VWA
153
Visionary Wealth Advisors
Illinois
$295K +$112 +2 +0%
SAM
154
Shell Asset Management
Netherlands
$289K – – –
Ohio Public Employees Retirement System (OPERS)
155
Ohio Public Employees Retirement System (OPERS)
Ohio
$272K +$245K +4,374 +974%
DWM
156
Dakota Wealth Management
Florida
$269K -$42.5K -760 -14%
CSS
157
Cubist Systematic Strategies
Connecticut
$263K -$695K -12,414 -73%
Pictet Asset Management
158
Pictet Asset Management
Switzerland
$262K – – –
Focus Partners Wealth
159
Focus Partners Wealth
Massachusetts
$243K – – –
AI
160
Atria Investments
North Carolina
$241K -$17.9K -319 -7%
CPIG
161
Chicago Partners Investment Group
Illinois
$241K +$1.12K +20 +0.5%
Allianz Asset Management
162
Allianz Asset Management
Germany
$237K +$235K +4,200 New
CA
163
Clearstead Advisors
Ohio
$235K – – –
US Bancorp
164
US Bancorp
Minnesota
$231K +$12.4K +222 +6%
MPM
165
Meritage Portfolio Management
Kansas
$230K – – –
Allspring Global Investments
166
Allspring Global Investments
North Carolina
$225K +$951 +17 +0.4%
Northwestern Mutual Wealth Management
167
Northwestern Mutual Wealth Management
Wisconsin
$219K +$2.8K +50 +1%
AIP
168
Ameritas Investment Partners
Nebraska
$218K +$14.8K +265 +7%
HighTower Advisors
169
HighTower Advisors
Illinois
$212K +$210K +3,756 New
Voloridge Investment Management
170
Voloridge Investment Management
Florida
$207K -$1.61M -28,737 -89%
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$204K +$202K +3,610 New
CM
172
Crestline Management
Texas
$203K +$201K +3,600 New
New York State Teachers Retirement System (NYSTRS)
173
New York State Teachers Retirement System (NYSTRS)
New York
$191K +$190K +3,388 New
LSV Asset Management
174
LSV Asset Management
Illinois
$158K -$118K -2,100 -43%
Fidelity Investments
175
Fidelity Investments
Massachusetts
$158K +$13.3K +238 +9%
5 6
7
8 9

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.