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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
EI
276
Ethic Inc
New York
$449K -$257K -2,242 -38%
ESBC
277
E.S. Barr & Co
Kentucky
$440K
NA
278
Navellier & Associates
Nevada
$440K -$3.44K -30 -0.8%
SBWIC
279
Schaper Benz & Wise Investment Counsel
Wisconsin
$434K -$190K -1,657 -32%
URS
280
Utah Retirement Systems
Utah
$428K
CGH
281
Crossmark Global Holdings
Texas
$424K -$276K -2,402 -41%
DS
282
DRW Securities
Illinois
$421K +$389K +3,393 New
CFO
283
Callan Family Office
Pennsylvania
$409K +$379K +3,300 New
WDL
284
Well Done LLC
Michigan
$398K -$218K -1,902 -37%
HNB
285
Huntington National Bank
Ohio
$397K -$2.98K -26 -0.8%
II
286
Inspire Investing
Idaho
$388K -$2.19M -19,121 -86%
PCM
287
Princeton Capital Management
New Jersey
$381K +$57.3K +500 +19%
CAM
288
Cresset Asset Management
Illinois
$376K -$108K -942 -24%
MSRPS
289
Maryland State Retirement & Pension System
Maryland
$376K
RIL
290
Rothschild Investment LLC
Illinois
$373K -$8.95K -78 -3%
SAM
291
Shell Asset Management
Netherlands
$370K -$58.2K -507 -15%
SSA
292
Schonfeld Strategic Advisors
New York
$369K +$341K +2,976 New
IWC
293
Integrated Wealth Concepts
Massachusetts
$368K -$8.72K -76 -2%
ProShare Advisors
294
ProShare Advisors
Maryland
$368K +$15.4K +134 +5%
MIA
295
MeadowBrook Investment Advisors
Michigan
$361K +$7.68K +67 +2%
VST
296
Van Strum & Towne
California
$356K
AAM
297
Advisors Asset Management
Colorado
$353K +$299K +2,610 +1,106%
IWA
298
Inspirion Wealth Advisors
Illinois
$345K
CB
299
Commerce Bank
Missouri
$324K
MYIA
300
Mount Yale Investment Advisors
Colorado
$317K -$250K -2,184 -46%

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.