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Wintrust Financial
WTFC

Overview Fund Activity

463 hedge funds and large institutions have $8.02B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+16
Holders Change %
+3.58%
% of All Funds
6.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
65
Increased
182
Reduced
152
Closed
44
Calls
$2.06M
Puts
–
Net Calls
+$2.06M
Net Calls Change
+$596K

Top Buyers

1
Millennium Management
Millennium Management
New York
$128M
2
CCMG
Clark Capital Management Group
Pennsylvania
$55.9M
3
ACL
Azora Capital LP
Florida
$44.1M
4
Goldman Sachs
Goldman Sachs
New York
$34.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$670M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
Capital International Investors
Capital International Investors
California
$170M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$81.1M
4
NL
Nuveen LLC
North Carolina
$30.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
301
Gitterman Wealth Management
New Jersey
$307K +$8.56K +69 +3%
GFA
302
Gallagher Fiduciary Advisors
Illinois
$305K +$25.3K +204 +9%
PWM
303
Paulson Wealth Management
Illinois
$304K +$3.97K +32 +1%
PA
304
Profund Advisors
Maryland
$297K -$28.4K -229 -9%
OC
305
Oppenheimer & Co
New York
$293K -$42.9K -346 -13%
SCM
306
Shelton Capital Management
Colorado
$292K -$7.56K -61 -3%
BC
307
Burney Company
Virginia
$288K +$288K +2,320 New
CFA
308
Capstone Financial Advisors
Illinois
$285K -$42.2K -340 -13%
HH
309
Hilltop Holdings
Texas
$279K +$279K +2,253 New
WMA
310
West Michigan Advisors
Michigan
$276K -$8.31K -67 -3%
CWM
311
Chicago Wealth Management
Illinois
$268K – – –
Cambridge Investment Research Advisors
312
Cambridge Investment Research Advisors
Iowa
$262K -$38.7K -312 -13%
BHPW
313
Beverly Hills Private Wealth
California
$261K -$23.3K -188 -8%
VWM
314
Venturi Wealth Management
Texas
$260K -$15.3K -123 -6%
TRCT
315
Tower Research Capital (TRC)
New York
$257K -$226K -1,823 -47%
ECM
316
Evergreen Capital Management
Washington
$254K +$13.8K +111 +6%
FB
317
Fulton Bank
Pennsylvania
$252K -$35.3K -285 -12%
CC
318
Chicago Capital
Illinois
$251K – – –
AT
319
American Trust
Kentucky
$250K +$250K +2,018 New
KBC Group
320
KBC Group
Belgium
$249K -$105K -848 -30%
WCA
321
Westover Capital Advisors
Delaware
$243K +$243K +1,959 New
PA
322
PFG Advisors
Arizona
$241K +$241K +1,940 New
CIBC Asset Management
323
CIBC Asset Management
Ontario, Canada
$238K – – –
ATC
324
Argent Trust Co
Tennessee
$236K -$16K -129 -6%
FTWA
325
Fifth Third Wealth Advisors
Ohio
$230K +$1.24K +10 +0.5%
11 12
13
14 15