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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
IWC
276
Integrated Wealth Concepts
Massachusetts
$423K -$2.72K -22 -0.6%
MFG
277
Menard Financial Group
Texas
$417K +$6.3K +51 +2%
OC
278
Oppenheimer & Co
New York
$417K -$62K -502 -13%
MF
279
Magnetar Financial
Illinois
$411K +$407K +3,296 New
WIA
280
World Investment Advisors
California
$410K +$99.8K +808 +33%
II
281
Inspire Investing
Idaho
$401K -$73.1K -592 -16%
EGM
282
Engineers Gate Manager
New York
$391K +$30.1K +244 +8%
ProShare Advisors
283
ProShare Advisors
Maryland
$388K -$332K -2,688 -46%
RIL
284
Rothschild Investment LLC
Illinois
$384K
NA
285
NewEdge Advisors
Louisiana
$381K -$2.72K -22 -0.7%
HFM
286
Harvest Fund Management
China
$371K +$207K +1,678 +129%
VST
287
Van Strum & Towne
California
$358K
MIA
288
MeadowBrook Investment Advisors
Michigan
$357K +$7.41K +60 +2%
MLFP
289
MPS Loria Financial Planners
Illinois
$351K -$150K -1,211 -30%
I
290
InceptionR
California
$344K +$341K +2,758 New
OTL
291
Oak Thistle LLC
New York
$344K +$341K +2,757 New
CC
292
Chicago Capital
Illinois
$340K
GS
293
GTS Securities
New York
$334K +$330K +2,675 New
CB
294
Commerce Bank
Missouri
$329K -$3.09K -25 -0.9%
AT
295
American Trust
Kentucky
$327K -$9.76K -79 -3%
TC
296
TownSquare Capital
Utah
$327K -$865 -7 -0.3%
Kovitz Investment Group Partners
297
Kovitz Investment Group Partners
Illinois
$323K +$5.06K +41 +2%
RFC
298
Regions Financial Corp
Alabama
$323K +$2.1K +17 +0.7%
PCM
299
Princeton Capital Management
New Jersey
$321K
JSW
300
Journey Strategic Wealth
New Jersey
$320K +$11K +89 +4%

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.