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Enterprise Financial Services Corp
EFSC

Overview Fund Activity

240 hedge funds and large institutions have $1.61B invested in Enterprise Financial Services Corp in 2025 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 85 increasing their positions, 72 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+18
Holders Change %
+8.11%
% of All Funds
3.26%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
38
Increased
85
Reduced
72
Closed
18
Calls
$554K
Puts
$16K
Net Calls
+$538K
Net Calls Change
-$71K

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$75.4M
2
Vanguard Group
Vanguard Group
Pennsylvania
$124M
3
Fisher Asset Management
Fisher Asset Management
Washington
$8.8M
4
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft
Germany
$4.77M
5
Nomura Holdings
Nomura Holdings
Japan
$4.23M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
$147M
2
WAM
Weiss Asset Management
Massachusetts
$0
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$24.6M
4
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management
California
$8.68M
5
State Street
State Street
Massachusetts
$59.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
SSG
201
Summit Securities Group
New York
$31.9K +$31.9K +593 New
Jones Financial Companies
202
Jones Financial Companies
Missouri
$31.3K +$13.8K +256 +79%
EA
203
Emerald Advisers
Pennsylvania
$28.5K – – –
OWA
204
Opal Wealth Advisors
New York
$28.2K +$28.2K +525 New
S
205
SignatureFD
Georgia
$27.8K +$860 +16 +3%
GI
206
GAMMA Investing
California
$24.4K +$21K +391 +621%
FAI
207
Fiduciary Advisors Inc
Missouri
$23.2K +$108 +2 +0.5%
Nisa Investment Advisors
208
Nisa Investment Advisors
Missouri
$19.4K +$17.7K +330 +1,065%
SAM
209
Smartleaf Asset Management
Massachusetts
$14.9K +$4.9K +91 +49%
TWC
210
TD Waterhouse Canada
Ontario, Canada
$14.1K – – –
UB
211
UMB Bank
Missouri
$11.5K – – –
HCA
212
Harbor Capital Advisors
Illinois
$11K -$542K -10,003 -98%
QCG
213
Quadrant Capital Group
Ohio
$10.1K +$806 +15 +9%
CCM
214
Coldstream Capital Management
Washington
$8.38K +$8.38K +156 New
A
215
AlphaQuest
New York
$8.33K -$704K -13,096 -99%
LC
216
Lindbrook Capital
California
$5.7K +$269 +5 +5%
LI
217
LRI Investments
Florida
$5.07K – – –
GWM
218
Geneos Wealth Management
Colorado
$4.94K +$4.94K +92 New
HFS
219
Hantz Financial Services
Michigan
$4K – – –
EWA
220
EverSource Wealth Advisors
Alabama
$3.33K +$1.72K +32 +107%
IA
221
IFP Advisors
Florida
$3.12K +$2.79K +52 +867%
PA
222
Parallel Advisors
California
$2.9K -$376 -7 -11%
CWC
223
Carolinas Wealth Consulting
North Carolina
$2.74K – – –
RIL
224
Rothschild Investment LLC
Illinois
$2.15K +$806 +15 +60%
AF
225
Allworth Financial
California
$2.01K +$2.01K +39 New
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9
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