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Wintrust Financial

442 hedge funds and large institutions have $7.88B invested in Wintrust Financial in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 138 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

20% more capital invested

Capital invested by funds: $6.6B → $7.88B (+$1.29B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 416442 (+26)

3.48% more ownership

Funds ownership: 91.6%95.08% (+3.5%)

6% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 147

Holders
442
Holders Change
+26
Holders Change %
+6.25%
% of All Funds
5.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
69
Increased
138
Reduced
147
Closed
38
Calls
$10.2M
Puts
Net Calls
+$10.2M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$772K +$765K +6,196 New
FFM
227
Forum Financial Management
Illinois
$764K +$7.91K +64 +1%
Axa
228
Axa
France
$763K -$67.7K -548 -8%
CCM
229
Coldstream Capital Management
Washington
$747K -$31.3K -253 -4%
Wealth Enhancement Advisory Services
230
Wealth Enhancement Advisory Services
Minnesota
$743K -$35.9K -291 -5%
XT
231
XTX Topco
Cayman Islands
$740K +$293K +2,373 +67%
GT
232
Greenleaf Trust
Michigan
$729K +$383K +3,098 +113%
PAM
233
Panagora Asset Management
Massachusetts
$724K -$741 -6 -0.1%
FIM
234
Freedom Investment Management
Connecticut
$721K -$15.7K -127 -2%
PHS
235
Pekin Hardy Strauss
Illinois
$717K
KOCAA
236
Knights of Columbus Asset Advisors
Connecticut
$709K
CGH
237
Crossmark Global Holdings
Texas
$708K +$39.9K +323 +6%
P
238
&Partners
Tennessee
$695K +$356K +2,882 +113%
Envestnet Portfolio Solutions
239
Envestnet Portfolio Solutions
Illinois
$690K +$40K +324 +6%
PNC Financial Services Group
240
PNC Financial Services Group
Pennsylvania
$673K +$104K +842 +19%
MYIA
241
Mount Yale Investment Advisors
Colorado
$649K -$13.2K -107 -2%
IB
242
Intrust Bank
Kansas
$646K +$6.92K +56 +1%
SBWIC
243
Schaper Benz & Wise Investment Counsel
Wisconsin
$643K
OIA
244
OneDigital Investment Advisors
Kansas
$640K +$371 +3 +0.1%
IWM
245
IHT Wealth Management
Illinois
$626K
SAM
246
Securian Asset Management
Minnesota
$623K -$12.4K -100 -2%
ADIM
247
Alpha DNA Investment Management
Maryland
$621K +$43.6K +353 +8%
Public Employees Retirement Association of Colorado
248
Public Employees Retirement Association of Colorado
Colorado
$604K
NA
249
Navellier & Associates
Nevada
$600K +$142K +1,146 +31%
ESBC
250
E.S. Barr & Co
Kentucky
$599K

WTFC Hedge Fund Activity: Q4 2024 in Review

442 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2024, worth a combined $7.88B — up 20% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WTFC positions and 38 closed out — a net gain of 31 holders — while 138 added to existing stakes and 147 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $162M. The largest seller was Victory Capital Management, cutting an estimated $49.1M.

  • 442 institutional investors held Wintrust Financial (WTFC) as of Q4 2024, up from 416 in Q3 2024.
  • Funds reported $7.88B of Wintrust Financial stock for Q4 2024, up 20% quarter-over-quarter.
  • 69 funds opened new Wintrust Financial positions in Q4 2024 and 38 closed out, a net change of +31 holders.
  • The largest Wintrust Financial buyer in Q4 2024 was EARNEST Partners, an estimated $162M added.
  • The largest Wintrust Financial seller in Q4 2024 was Victory Capital Management, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2024.