We are live on ! Find out more
WTFC icon

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
EWA
251
EP Wealth Advisors
California
$598K -$124 -1 -0%
Osaic Holdings
252
Osaic Holdings
Arizona
$593K +$88.4K +716 +18%
Renaissance Technologies
253
Renaissance Technologies
New York
$576K -$7.91M -64,074 -93%
HT
254
Headlands Technologies
Illinois
$567K +$467K +3,779 +490%
PA
255
Profund Advisors
Maryland
$528K +$86.1K +697 +20%
WPWM
256
Western Pacific Wealth Management
Illinois
$527K +$247 +2 +0%
SCA
257
Snowden Capital Advisors
New York
$526K +$49.2K +398 +10%
Mackenzie Financial
258
Mackenzie Financial
Ontario, Canada
$516K +$511K +4,139 New
SIS
259
Strategic Investment Solutions
Illinois
$515K
HAG
260
HighPoint Advisor Group
Illinois
$514K -$7.66K -62 -2%
BTI
261
Blue Trust Inc
Georgia
$514K +$341K +2,761 +203%
ET
262
Entropy Technologies
New York
$499K +$494K +3,998 New
AAS
263
Avantax Advisory Services
Texas
$497K +$18K +146 +4%
HNB
264
Huntington National Bank
Ohio
$495K +$15.7K +127 +3%
CAPTRUST Financial Advisors
265
CAPTRUST Financial Advisors
North Carolina
$474K -$7.16K -58 -2%
MSRPS
266
Maryland State Retirement & Pension System
Maryland
$462K
S
267
SignatureFD
Georgia
$457K +$6.67K +54 +1%
SAM
268
Shell Asset Management
Netherlands
$453K
QCG
269
Quadrant Capital Group
Ohio
$449K +$16.6K +134 +4%
CAM
270
Cresset Asset Management
Illinois
$445K -$1.11M -9,005 -72%
SPIA
271
Steward Partners Investment Advisory
New York
$442K -$85.7K -694 -16%
OSAM
272
O'Shaughnessy Asset Management
Connecticut
$441K +$57.6K +466 +15%
IWA
273
Inspirion Wealth Advisors
Illinois
$437K
Citadel Advisors
274
Citadel Advisors
Florida
$431K -$44.6M -361,300 -99%
URS
275
Utah Retirement Systems
Utah
$430K

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.