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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
A
301
AlphaQuest
New York
$237K +$237K +2,182 +36,367%
CWM
302
Chicago Wealth Management
Illinois
$235K – – –
FZCM
303
Flynn Zito Capital Management
New York
$232K +$232K +2,135 New
SWP
304
Stratos Wealth Partners
Ohio
$231K +$231K +2,128 New
FTWA
305
Fifth Third Wealth Advisors
Ohio
$227K +$227K +2,088 New
HIS
306
Horizon Investment Services
Indiana
$226K +$226K +2,079 New
KBC Group
307
KBC Group
Belgium
$218K -$957K -8,823 -81%
VWM
308
Venturi Wealth Management
Texas
$212K +$177K +1,631 +508%
YIH
309
Y-Intercept (HK)
Hong Kong
$210K +$210K +1,931 New
TPCW
310
TD Private Client Wealth
New York
$189K +$36.6K +337 +24%
NC
311
nVerses Capital
Florida
$174K -$10.9K -100 -6%
TFGT
312
TS Financial Group (TSFG)
Illinois
$169K – – –
PFBT
313
Parkside Financial Bank & Trust
Missouri
$167K +$19.2K +177 +13%
IA
314
IFP Advisors
Florida
$152K -$13.8K -127 -8%
VAMG
315
Voisard Asset Management Group
Michigan
$148K +$148K +1,364 New
HFM
316
Harvest Fund Management
China
$141K – – –
BTI
317
Blue Trust Inc
Georgia
$134K -$6.9K -70 -5%
Carson Wealth (CWM LLC)
318
Carson Wealth (CWM LLC)
Nebraska
$123K +$97.8K +902 +387%
PMFA
319
Plante Moran Financial Advisors
Michigan
$116K +$74.4K +685 +181%
DFA
320
DHJJ Financial Advisors
Illinois
$112K +$59.1K +545 +112%
GI
321
GAMMA Investing
California
$110K +$21.3K +196 +24%
WTC
322
WhitTier Trust Company
Nevada
$95.4K +$1.41K +13 +2%
TCOV
323
Trust Company of Vermont
Vermont
$92.4K +$8.25K +76 +10%
CI Investments Inc
324
CI Investments Inc
Ontario, Canada
$87K +$11.8K +108 +16%
HT
325
Headlands Technologies
Illinois
$83.7K +$83.7K +771 New
11 12
13
14 15