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Wintrust Financial
WTFC

Overview Fund Activity

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$82.7M
2
Millennium Management
Millennium Management
New York
+$56.4M
3
Jennison Associates
Jennison Associates
New York
+$31.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.8M
5
Bank of America
Bank of America
North Carolina
+$18.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$32.4M
2
Capital International Investors
Capital International Investors
California
-$22.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
GT
Glenmede Trust
Pennsylvania
-$18.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
CL
226
CSS LLC
Illinois
$707K – – –
P
227
&Partners
Tennessee
$706K +$102K +922 +17%
HFM
228
Harvest Fund Management
China
$706K +$353K +2,980 +100%
CCM
229
Coldstream Capital Management
Washington
$700K +$26.4K +235 +4%
HT
230
Headlands Technologies
Illinois
$698K +$186K +1,656 +36%
FFM
231
Forum Financial Management
Illinois
$685K -$3.94K -35 -0.6%
TI
232
Tidal Investments
Wisconsin
$683K -$248K -2,208 -27%
EI
233
Ethic Inc
New York
$662K -$81.9K -728 -11%
GT
234
Greenleaf Trust
Michigan
$656K -$2.02K -18 -0.3%
CGH
235
Crossmark Global Holdings
Texas
$655K +$16.5K +147 +3%
DFCM
236
Dark Forest Capital Management
Puerto Rico
$654K +$654K +5,816 New
FIM
237
Freedom Investment Management
Connecticut
$653K +$3.49K +31 +0.5%
PAM
238
Panagora Asset Management
Massachusetts
$653K – – –
Kovitz Investment Group Partners
239
Kovitz Investment Group Partners
Illinois
$648K +$356K +3,169 +122%
PHS
240
Pekin Hardy Strauss
Illinois
$647K – – –
IA
241
Inspire Advisors
Idaho
$644K +$644K +5,727 New
WDL
242
Well Done LLC
Michigan
$637K -$809K -6,488 -56%
OIA
243
OneDigital Investment Advisors
Kansas
$633K +$56.1K +499 +10%
SFI
244
Susquehanna Fundamental Investments
Pennsylvania
$586K -$327K -2,911 -36%
IB
245
Intrust Bank
Kansas
$581K -$1.13K -10 -0.2%
SBWIC
246
Schaper Benz & Wise Investment Counsel
Wisconsin
$580K – – –
SAM
247
Securian Asset Management
Minnesota
$573K +$11.2K +100 +2%
IWM
248
IHT Wealth Management
Illinois
$568K +$3.94K +35 +0.7%
SW
249
Simplicity Wealth
New Jersey
$567K +$567K +5,042 New
BTI
250
Blue Trust Inc
Georgia
$561K +$97.5K +867 +21%
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