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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
JF
176
Jump Financial
Illinois
$230K +$218K +4,179 New
SAM
177
Shell Asset Management
Netherlands
$226K -$42.5K -814 -17%
MPM
178
Meritage Portfolio Management
Kansas
$224K
PA
179
PharVision Advisers
Florida
$224K -$144K -2,761 -40%
DWM
180
Dakota Wealth Management
Florida
$223K
US Bancorp
181
US Bancorp
Minnesota
$217K +$417 +8 +0.2%
XT
182
XTX Topco
Cayman Islands
$214K -$329K -6,302 -62%
AIP
183
Ameritas Investment Partners
Nebraska
$213K
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$208K +$197K +3,782 New
AI
185
Atria Investments
North Carolina
$205K -$417 -8 -0.2%
Nomura Holdings
186
Nomura Holdings
Japan
$201K -$3.91M -74,997 -95%
TRCT
187
Tower Research Capital (TRC)
New York
$191K +$126K +2,423 +233%
New York State Teachers Retirement System (NYSTRS)
188
New York State Teachers Retirement System (NYSTRS)
New York
$187K
Fidelity Investments
189
Fidelity Investments
Massachusetts
$176K -$25.6K -491 -13%
AP
190
Atwood & Palmer
Missouri
$136K
Federated Hermes
191
Federated Hermes
Pennsylvania
$120K +$58.6K +1,123 +106%
Comerica Bank
192
Comerica Bank
Texas
$95.7K -$3.44K -66 -4%
QL
193
Quarry LP
New York
$73.8K -$56.4K -1,082 -45%
DSC
194
Duncker Streett & Co
Missouri
$71.6K
AAS
195
Ameritas Advisory Services
Nebraska
$70.2K +$66.4K +1,274 New
AB
196
Amalgamated Bank
New York
$70K
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$64K -$4.59K -88 -7%
KBC Group
198
KBC Group
Belgium
$56K -$60.9K -1,167 -54%
Northwestern Mutual Wealth Management
199
Northwestern Mutual Wealth Management
Wisconsin
$48.7K -$157K -3,007 -77%
EWA
200
EverSource Wealth Advisors
Alabama
$35.2K +$30K +576 +929%

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.