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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
Public Employees Retirement Association of Colorado
251
Public Employees Retirement Association of Colorado
Colorado
$600K
OSAM
252
O'Shaughnessy Asset Management
Connecticut
$595K +$122K +1,067 +29%
PHS
253
Pekin Hardy Strauss
Illinois
$589K -$115K -1,000 -17%
MM
254
MQS Management
New York
$587K +$543K +4,737 New
TI
255
Tidal Investments
Wisconsin
$575K -$164K -1,432 -24%
SIS
256
Strategic Investment Solutions
Illinois
$564K +$521K +4,546 New
TBC
257
Tweedy, Browne Co
Connecticut
$548K +$274K +2,389 +118%
ETC
258
Exchange Traded Concepts
Oklahoma
$548K +$319K +2,779 +170%
CAPTRUST Financial Advisors
259
CAPTRUST Financial Advisors
North Carolina
$544K +$48.9K +426 +11%
EGM
260
Engineers Gate Manager
New York
$543K -$54.1K -472 -10%
EC
261
EJF Capital
Virginia
$534K +$12.2K +106 +3%
MFG
262
Merit Financial Group
Georgia
$532K +$229K +2,000 +87%
ADMI
263
Albert D. Mason Inc
Massachusetts
$530K +$490K +4,276 New
WPWM
264
Western Pacific Wealth Management
Illinois
$525K +$344 +3 +0.1%
VI
265
Vestcor Inc
New Brunswick, Canada
$522K
Envestnet Portfolio Solutions
266
Envestnet Portfolio Solutions
Illinois
$522K -$47.9K -418 -9%
HAG
267
HighPoint Advisor Group
Illinois
$504K +$1.83K +16 +0.4%
RAM
268
Readystate Asset Management
Illinois
$504K +$466K +4,063 New
TSS
269
Two Sigma Securities
New York
$502K +$32.1K +280 +7%
S
270
SignatureFD
Georgia
$487K +$29.4K +256 +7%
SCA
271
Snowden Capital Advisors
New York
$480K +$5.96K +52 +1%
SFI
272
Susquehanna Fundamental Investments
Pennsylvania
$474K -$159K -1,386 -27%
JCIA
273
Jackson Creek Investment Advisors
Colorado
$474K +$438K +3,823 New
GT
274
Greenleaf Trust
Michigan
$465K -$238K -2,078 -36%
SPIA
275
Steward Partners Investment Advisory
New York
$452K +$16.5K +144 +4%

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.