We are live on ! Find out more
EFSC icon

Enterprise Financial Services Corp

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: 224242 (+18)

3.02% more ownership

Funds ownership: 77.99%81% (+3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
ALPS Advisors
Colorado
$341K +$365K +6,340 New
FPAS
152
Focus Partners Advisor Solutions
Missouri
$338K +$31.9K +554 +10%
Allspring Global Investments
153
Allspring Global Investments
North Carolina
$334K +$126K +2,182 +54%
EWA
154
EP Wealth Advisors
California
$332K +$288 +5 +0.1%
PFA
155
Pure Financial Advisors
California
$325K +$1.09K +19 +0.3%
M1FG
156
Mach-1 Financial Group
Arkansas
$319K +$342K +5,935 New
FFA
157
First Foundation Advisors
California
$315K
TC
158
Trilogy Capital
California
$307K
Two Sigma Investments
159
Two Sigma Investments
New York
$305K
CA
160
Claris Advisors
Missouri
$303K +$230 +4 +0.1%
WCG
161
Weaver Consulting Group
California
$302K
PFBT
162
Parkside Financial Bank & Trust
Missouri
$297K -$6.33K -110 -2%
Focus Partners Wealth
163
Focus Partners Wealth
Massachusetts
$290K +$62.3K +1,082 +25%
Robeco Institutional Asset Management
164
Robeco Institutional Asset Management
Netherlands
$287K +$308K +5,346 New
EGM
165
Engineers Gate Manager
New York
$284K +$305K +5,293 New
Pictet Asset Management
166
Pictet Asset Management
Switzerland
$283K +$35.6K +619 +13%
VWA
167
Visionary Wealth Advisors
Illinois
$281K +$115 +2 +0%
SAM
168
Shell Asset Management
Netherlands
$264K -$12.2K -212 -4%
IC
169
IEQ Capital
California
$260K +$279K +4,845 New
Ohio Public Employees Retirement System (OPERS)
170
Ohio Public Employees Retirement System (OPERS)
Ohio
$259K +$173 +3 +0.1%
Millennium Management
171
Millennium Management
New York
$234K -$2.01M -34,918 -89%
Allianz Asset Management
172
Allianz Asset Management
Germany
$231K +$5.76K +100 +2%
CPIG
173
Chicago Partners Investment Group
Illinois
$230K +$2.13K +37 +0.9%
CA
174
Clearstead Advisors
Ohio
$224K
MPM
175
Meritage Portfolio Management
Kansas
$219K

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.