WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

463 hedge funds and large institutions have $8.02B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+16
Holders Change %
+3.58%
% of All Funds
6.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
65
Increased
182
Reduced
152
Closed
44
Calls
$2.06M
Puts
–
Net Calls
+$2.06M
Net Calls Change
+$596K

Top Buyers

1
Millennium Management
1
Millennium Management
New York
$128M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$55.9M
3
ACL
3
Azora Capital LP
Florida
$44.1M
4
Goldman Sachs
4
Goldman Sachs
New York
$34.4M
5
Fidelity Investments
5
Fidelity Investments
Massachusetts
$670M

Top Sellers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$0
2
Capital International Investors
2
Capital International Investors
California
$170M
3
Fuller & Thaler Asset Management
3
Fuller & Thaler Asset Management
California
$81.1M
4
NL
4
Nuveen LLC
North Carolina
$30.2M
5
VLKIM
5
Van Lanschot Kempen Investment Management
Netherlands
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
226
CIBC Private Wealth Group
Georgia
$812K -$165K -1,334 -17%
UCFA
227
United Capital Financial Advisors
Texas
$803K -$6.32K -51 -0.8%
PS
228
Principal Securities
Iowa
$797K +$709K +5,718 +804%
CL
229
Choreo LLC
Illinois
$791K -$17.7K -143 -2%
FFM
230
Forum Financial Management
Illinois
$790K +$34.7K +280 +5%
IA
231
Inspire Advisors
Idaho
$783K +$73K +589 +10%
CL
232
CSS LLC
Illinois
$779K – – –
HFM
233
Harvest Fund Management
China
$753K +$44.7K +376 +6%
SC
234
Savant Capital
Illinois
$751K +$502K +4,053 +202%
Connor, Clark & Lunn Investment Management (CC&L)
235
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$733K -$1.73M -13,992 -70%
CCM
236
Coldstream Capital Management
Washington
$731K -$41.2K -332 -5%
P
237
Pitcairn
Pennsylvania
$683K -$128K -1,034 -16%
FIM
238
Freedom Investment Management
Connecticut
$676K -$44.1K -356 -6%
VRS
239
Virginia Retirement Systems
Virginia
$675K -$186K -1,500 -22%
IB
240
Intrust Bank
Kansas
$633K -$7.81K -63 -1%
SAM
241
Securian Asset Management
Minnesota
$632K – – –
EWA
242
EP Wealth Advisors
California
$631K +$57.9K +467 +10%
VF
243
Virtu Financial
New York
$624K +$624K +5,036 New
BTI
244
Blue Trust Inc
Georgia
$617K -$1.98K -16 -0.3%
OIA
245
OneDigital Investment Advisors
Kansas
$616K -$82.3K -664 -12%
FC
246
Farringdon Capital
United Kingdom
$614K +$614K +4,955 New
WIA
247
World Investment Advisors
California
$608K +$101K +815 +20%
Kovitz Investment Group Partners
248
Kovitz Investment Group Partners
Illinois
$603K -$111K -895 -16%
Public Employees Retirement Association of Colorado
249
Public Employees Retirement Association of Colorado
Colorado
$600K – – –
OSAM
250
O'Shaughnessy Asset Management
Connecticut
$595K +$132K +1,067 +29%
8 9
10
11 12