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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
SCM
301
Shelton Capital Management
Colorado
$311K
PWM
302
Paulson Wealth Management
Illinois
$302K
FWM
303
Fairhaven Wealth Management
Illinois
$297K
GWM
304
Gitterman Wealth Management
New Jersey
$296K +$14K +113 +5%
LSV Asset Management
305
LSV Asset Management
Illinois
$287K -$1.77M -14,300 -86%
WMA
306
West Michigan Advisors
Michigan
$285K +$1.48K +12 +0.5%
Cambridge Investment Research Advisors
307
Cambridge Investment Research Advisors
Iowa
$282K +$4.32K +35 +2%
SAM
308
S.A. Mason
Michigan
$275K
CWM
309
Chicago Wealth Management
Illinois
$269K
VWM
310
Venturi Wealth Management
Texas
$269K +$25.3K +205 +11%
FZCM
311
Flynn Zito Capital Management
New York
$266K
GFA
312
Gallagher Fiduciary Advisors
Illinois
$265K +$262K +2,123 New
MFG
313
Merit Financial Group
Georgia
$263K +$260K +2,108 New
NAAA
314
New Age Alpha Advisors
New York
$259K +$256K +2,073 New
IFU
315
iSAM Funds (UK)
United Kingdom
$258K +$256K +2,070 New
BHPW
316
Beverly Hills Private Wealth
California
$258K +$255K +2,067 New
Franklin Resources
317
Franklin Resources
California
$252K +$249K +2,017 New
VI
318
Versor Investments
New York
$250K -$383K -3,100 -61%
ECM
319
Evergreen Capital Management
Washington
$236K +$234K +1,894 New
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$235K +$232K +1,882 New
FTWA
321
Fifth Third Wealth Advisors
Ohio
$229K -$31.1K -252 -12%
ACM
322
Arcataur Capital Management
Wisconsin
$224K +$222K +1,800 New
PWA
323
Providence Wealth Advisors
Illinois
$222K +$215K +1,738 New
TPCW
324
TD Private Client Wealth
New York
$217K
DWM
325
Drive Wealth Management
Utah
$214K +$212K +1,719 New

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.