We are live on ! Find out more
WTFC icon

Wintrust Financial

470 hedge funds and large institutions have $8.03B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 156

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $7.26B → $8.03B (+$770M)

4% more funds holding

Funds holding: 452470 (+18)

0.02% more ownership

Funds ownership: 96.76%96.78% (+0.02%)

Holders
470
Holders Change
+18
Holders Change %
+3.98%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
183
Reduced
156
Closed
44
Calls
$2.06M
Puts
Net Calls
+$2.06M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
226
Osaic Holdings
Arizona
$884K +$493K +4,294 +133%
Deutsche Bank
227
Deutsche Bank
Germany
$840K -$830K -7,240 -52%
CIBC Private Wealth Group
228
CIBC Private Wealth Group
Georgia
$812K -$153K -1,334 -17%
UCFA
229
United Capital Financial Advisors
Texas
$803K -$5.85K -51 -0.8%
PS
230
Principal Securities
Iowa
$797K +$656K +5,718 +804%
CL
231
Choreo LLC
Illinois
$791K -$16.4K -143 -2%
FFM
232
Forum Financial Management
Illinois
$790K +$32.1K +280 +5%
IA
233
Inspire Advisors
Idaho
$783K +$67.6K +589 +10%
CL
234
CSS LLC
Illinois
$779K
HFM
235
Harvest Fund Management
China
$753K +$43.1K +376 +6%
Connor, Clark & Lunn Investment Management (CC&L)
236
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$733K -$1.6M -13,992 -70%
CCM
237
Coldstream Capital Management
Washington
$731K -$38.1K -332 -5%
SC
238
Savant Capital
Illinois
$721K +$462K +4,032 +226%
P
239
Pitcairn
Pennsylvania
$683K -$119K -1,034 -16%
FIM
240
Freedom Investment Management
Connecticut
$676K -$40.8K -356 -6%
VRS
241
Virginia Retirement Systems
Virginia
$675K -$172K -1,500 -22%
IB
242
Intrust Bank
Kansas
$633K -$7.23K -63 -1%
SAM
243
Securian Asset Management
Minnesota
$632K
EWA
244
EP Wealth Advisors
California
$631K +$53.6K +467 +10%
VF
245
Virtu Financial
New York
$624K +$578K +5,036 New
BTI
246
Blue Trust Inc
Georgia
$617K -$1.83K -16 -0.3%
OIA
247
OneDigital Investment Advisors
Kansas
$616K -$76.2K -664 -12%
FC
248
Farringdon Capital
United Kingdom
$614K +$568K +4,955 New
WIA
249
World Investment Advisors
California
$608K +$93.5K +815 +20%
Kovitz Investment Group Partners
250
Kovitz Investment Group Partners
Illinois
$603K -$103K -895 -16%

WTFC Hedge Fund Activity: Q2 2025 in Review

470 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2025, worth a combined $8.03B — up 11% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WTFC positions and 44 closed out — a net gain of 22 holders — while 183 added to existing stakes and 156 trimmed.

The largest buyer was Millennium Management, adding an estimated $50M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $33.2M sold.

  • 470 institutional investors held Wintrust Financial (WTFC) as of Q2 2025, up from 452 in Q1 2025.
  • Funds reported $8.03B of Wintrust Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 66 funds opened new Wintrust Financial positions in Q2 2025 and 44 closed out, a net change of +22 holders.
  • The largest Wintrust Financial buyer in Q2 2025 was Millennium Management, an estimated $50M added.
  • The largest Wintrust Financial seller in Q2 2025 was Massachusetts Financial Services, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2025.