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ENTERPRISE FINANCIAL SERVICES CORP hedge fund holdings

EFSCNASDAQ
$60.08+0.58 (+0.97%)as of Oct 2, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

EFSC · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 2, 2025 to Oct 2, 2026. Price (+5.0%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20256769$79.1M$72.4M223Aug 14, 2025
Q3 20257367$125M$73.9M234Nov 14, 2025
Q4 20255877$75.7M$99.2M232Feb 14, 2026
Q1 20268063$118M$107M250May 15, 2026
Q2 202610364$164M$148M251Aug 14, 2026

Quarterly action breakdown

Q2 2026
251 filers
New position
28
$15M+227K sh
Increased
75
$149M+2.26M sh
Reduced
45
-$95.7M-1.45M sh
Out / sold
19
-$52.4M-795K sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
Thrivent Financial for LutheransSell 100%-$25.5M$00.00%Aug 14, 2026
Wellington Management Group LLPReduce 10.48%-$22.4M$192M0.03%Aug 14, 2026
First Trust Advisors LPReduce 25.23%-$20.4M$60.4M0.04%Aug 11, 2026
Enterprise Financial Services CorpAdded 53.94%+$11.8M$33.7M13.77%Aug 4, 2026
Fisher Asset Management, LLCAdded 84.15%+$7.39M$16.2M0.00%Aug 4, 2026
Jennison Associates LLCAdded 15.20%+$6.09M$46.1M0.03%Aug 3, 2026
NFJ Investment Group, LLCReduce 48.27%-$5.59M$5.99M0.20%Aug 11, 2026
CSM Advisors, LLCAdded 70.44%+$3.53M$8.53M0.18%Aug 14, 2026
Earnest Partners LLCReduce 3.69%-$3.52M$91.7M0.33%Aug 13, 2026
Nomura Asset Management International Inc.Reduce 4.08%-$2.61M$61.3M0.09%Aug 14, 2026
Assetmark, IncNew Buy+$2.05M$2.05M0.00%Jul 30, 2026
Vest Financial, LLCReduce 32.50%-$1.91M$3.97M0.04%Jul 24, 2026
Susquehanna Fundamental Investments, LLCNew Buy+$1.42M$1.42M0.03%Aug 14, 2026
William Blair Investment Management, LLCSell 100%-$1.24M$00.00%Aug 12, 2026
Susquehanna Portfolio Strategies, LLCSell 100%-$1.16M$00.00%Aug 14, 2026
Lido Advisors, LLCReduce 68.56%-$922K$423K0.00%Aug 7, 2026
Quantinno Capital Management LPAdded 32.12%+$874K$3.59M0.00%Aug 13, 2026
Bailard, Inc.Reduce 79.19%-$777K$204K0.00%Jul 30, 2026
Benjamin Edwards IncNew Buy+$761K$761K0.01%Jul 24, 2026
Commerce BankReduce 50.31%-$712K$703K0.00%Aug 12, 2026
LM Advisors LLCAdded 1748.46%+$675K$714K0.08%Aug 12, 2026
Clayton Financial Group LLCSell 100%-$541K$00.00%Jul 20, 2026
Healthcare of Ontario Pension Plan Trust FundSell 100%-$515K$00.00%Aug 13, 2026
Sequoia Financial Advisors, LLCNew Buy+$509K$509K0.00%Jul 17, 2026
VARCOV Co.Sell 100%-$500K$00.00%Aug 14, 2026
Jefferies Financial Group Inc.Sell 100%-$500K$00.00%Aug 17, 2026
Campbell & CO Investment Adviser LLCSell 100%-$453K$00.00%Aug 3, 2026
Jain Global LLCNew Buy+$451K$451K0.00%Aug 14, 2026
Peregrine Capital Management LLCReduce 8.05%-$447K$5.11M0.17%Jul 17, 2026
Inceptionr LLCAdded 74.49%+$443K$1.04M0.25%Aug 11, 2026
Empowered Funds, LLCAdded 4.18%+$432K$10.8M0.06%Aug 17, 2026
Kennedy Capital Management LLCReduce 2.85%-$403K$13.8M0.24%Aug 14, 2026
Denali Advisors LLCReduce 4.05%-$376K$8.9M0.90%Aug 10, 2026
Phocas Financial Corp.Reduce 4.96%-$341K$6.53M0.91%Jul 31, 2026
Plancorp, LLCReduce 5.22%-$318K$5.78M0.14%Jul 14, 2026
Moneta Group Investment Advisors LLCReduce 4.47%-$307K$6.56M0.05%Aug 14, 2026
First Manhattan Co. LLC.Reduce 11.14%-$285K$2.27M0.01%Aug 14, 2026
Holocene Advisors, LPNew Buy+$273K$273K0.00%Aug 14, 2026
Aigen Investment Management, LPNew Buy+$266K$266K0.07%Aug 14, 2026
&PartnersNew Buy+$241K$241K0.00%Aug 14, 2026
Xponance LLCNew Buy+$234K$234K0.00%Aug 10, 2026
Emerald Investment Advisers, LLCAdded 4.04%+$230K$5.92M0.39%Aug 12, 2026
Mosaic Family Wealth Partners, LLCAdded 9.87%+$213K$2.37M0.16%Aug 5, 2026
Maltese Capital Management LLCReduce 6.59%-$209K$2.96M0.54%Aug 14, 2026
Hotchkis & Wiley Capital Management LLCAdded 1.42%+$204K$14.6M0.04%Aug 14, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 11.89%+$193K$1.82M0.00%Aug 13, 2026
Guggenheim Capital LLCReduce 9.04%-$175K$1.76M0.01%Aug 12, 2026
Busey BankReduce 11.05%-$111K$893K0.02%Aug 13, 2026
Keybank National AssociationAdded 21.44%+$108K$610K0.00%Jul 28, 2026
Cambria Investment Management, L.P.Added 11.87%+$101K$954K0.05%Aug 14, 2026
Western Financial CorpReduce 0.26%-$97.8K$37.9M11.09%Jul 22, 2026
Aptus Capital Advisors, LLCAdded 0.61%+$95.1K$15.7M0.11%Aug 12, 2026
Rafferty Asset Management, LLCAdded 5.28%+$71.7K$1.43M0.00%Aug 14, 2026
Freestone Grove Partners LPSell 100%-$50.6K$00.00%Aug 14, 2026
Atria Investments, IncReduce 14.52%-$39.8K$234K0.00%Jul 28, 2026
Choreo, LLCAdded 3.50%+$34.7K$1.03M0.01%Aug 4, 2026
Wellington Grp LLCSell 100%-$32.4K$00.00%Aug 26, 2026
Oppenheimer Asset Management Inc.Reduce 2.01%-$31K$1.51M0.02%Aug 3, 2026
Opal Wealth Advisors, LLCSell 100%-$30K$00.00%Jul 20, 2026
Connable Office IncReduce 6.71%-$29.2K$406K0.04%Aug 3, 2026
Summit Securities Group LLCReduce 85.42%-$16.6K$2.83K0.00%Aug 3, 2026
Endeavour Capital Advisors IncAdded 0.07%+$13.6K$18.6M3.82%Aug 7, 2026
Midwest Trust CoReduce 0.60%-$13.2K$2.2M0.02%Aug 5, 2026
LRI Investments, LLCReduce 99.09%-$7.19K$660.00%Jul 14, 2026
Knights of Columbus Asset Advisors LLCAdded 0.52%+$6.65K$1.29M0.06%Jul 31, 2026
Mutual Advisors, LLCAdded 0.30%+$4.68K$1.59M0.03%Aug 14, 2026
Pure Financial Advisors, LLCAdded 1.14%+$4.61K$409K0.01%Aug 17, 2026
Kemnay Advisory Services Inc.Added 23.00%+$3.03K$16.2K0.00%Aug 14, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Added 3.65%+$2.11K$59.8K0.00%Aug 13, 2026
Spectrum Wealth Advisory Group, LLCNew Buy+$1.91K$1.91K0.00%Aug 6, 2026
Valued Wealth Advisors LLCNew Buy+$1.52K$1.52K0.00%Jul 21, 2026
Integrated Investment Consultants, LLCReduce 0.50%-$1.52K$303K0.06%Aug 17, 2026
Quarry LPReduce 12.75%-$856$5.86K0.00%Aug 14, 2026
Curi Capital, LLCAdded 0.09%+$659$703K0.01%Aug 14, 2026
Cornerstone Wealth Management, LLCAdded 0.06%+$527$894K0.04%Jul 22, 2026
Fiduciary Financial AdvisorsNew Buy+$462$4620.00%Aug 14, 2026
Creative Capital Management Investments LLCNew Buy+$329$3290.00%Jul 24, 2026
Silver Grove Financial Group, Inc.New Buy+$264$2640.00%Aug 13, 2026
Rialto Wealth Management, LLCAdded 200.00%+$132$1980.00%Aug 11, 2026
Fiduciary Advisors, Inc.Added 0.66%+$132$19.9K0.01%Jul 24, 2026
HFM Investment Advisors, LLCAdded 100.00%+$66$1320.00%Aug 4, 2026
Jag Capital Management, LLCAdded 0.01%+$66$521K0.05%Jul 29, 2026
Twin Peaks Wealth Advisors, LLCSell 100%-$54$00.00%Aug 13, 2026

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