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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
BlackRock
1
BlackRock
New York
$210M -$1.7M -29,475 -0.7%
Wellington Management Group
2
Wellington Management Group
Massachusetts
$147M -$36.3M -630,155 -19%
Vanguard Group
3
Vanguard Group
Pennsylvania
$124M +$13M +225,369 +11%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$116M -$2.79M -48,385 -2%
EARNEST Partners
5
EARNEST Partners
Georgia
$99.3M -$2.01M -34,974 -2%
First Trust Advisors
6
First Trust Advisors
Illinois
$75.4M +$76.4M +1,326,514 +1,753%
State Street
7
State Street
Massachusetts
$59.6M -$4.98M -86,539 -7%
Macquarie Group
8
Macquarie Group
Australia
$56.4M +$1.48M +25,753 +3%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$49.8M +$2.4M +41,763 +5%
American Century Companies
10
American Century Companies
Missouri
$49M +$3.68M +63,972 +8%
PCA
11
PL Capital Advisors
Florida
$37.8M
William Blair Investment Management
12
William Blair Investment Management
Illinois
$35.7M -$1.77M -30,670 -4%
WFC
13
Western Financial Corp
California
$31.4M -$47.7K -828 -0.1%
Jennison Associates
14
Jennison Associates
New York
$30.7M +$305K +5,302 +0.9%
Charles Schwab
15
Charles Schwab
California
$26.3M +$2.99M +51,878 +12%
JP Morgan Chase
16
JP Morgan Chase
New York
$24.6M -$6.22M -107,972 -19%
N
17
Nuveen
North Carolina
$22.9M -$260K -4,520 -1%
Northern Trust
18
Northern Trust
Illinois
$19.9M -$513K -8,906 -2%
EFSCE
19
Enterprise Financial Services Corp (EFSC)
Missouri
$18.8M -$807K -14,017 -4%
Bank of America
20
Bank of America
North Carolina
$16.2M -$965K -16,765 -5%
BCM
21
Bridgeway Capital Management
Texas
$12.6M +$2.42K +42 +0%
Goldman Sachs
22
Goldman Sachs
New York
$11.9M -$3.1M -53,904 -20%
KCM
23
Kennedy Capital Management
Missouri
$10.4M +$3.8M +65,974 +52%
ACA
24
Aptus Capital Advisors
Alabama
$9.93M +$1.03M +17,916 +11%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$9.39M +$1.09M +18,963 +12%

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.