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Wintrust Financial
WTFC

Overview Fund Activity

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
+$82.7M
2
Millennium Management
Millennium Management
New York
+$56.4M
3
Jennison Associates
Jennison Associates
New York
+$31.6M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$27.8M
5
Bank of America
Bank of America
North Carolina
+$18.9M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
-$32.4M
2
Capital International Investors
Capital International Investors
California
-$22.1M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$21M
4
GT
Glenmede Trust
Pennsylvania
-$18.9M
5
Boston Partners
Boston Partners
Massachusetts
-$17.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
301
Cambridge Investment Research Advisors
Iowa
$273K +$18.6K +165 +7%
PWM
302
Paulson Wealth Management
Illinois
$272K – – –
SCM
303
Shelton Capital Management
Colorado
$272K -$8.55K -76 -3%
GWM
304
Gitterman Wealth Management
New Jersey
$270K +$3.49K +31 +1%
GI
305
GAMMA Investing
California
$268K +$127K +1,128 +90%
XT
306
XTX Topco
Cayman Islands
$264K -$404K -3,593 -61%
FB
307
Fulton Bank
Pennsylvania
$261K +$261K +2,318 New
MFG
308
Merit Financial Group
Georgia
$258K +$21K +187 +9%
BHPW
309
Beverly Hills Private Wealth
California
$258K +$25.1K +223 +11%
WMA
310
West Michigan Advisors
Michigan
$257K +$562 +5 +0.2%
GFA
311
Gallagher Fiduciary Advisors
Illinois
$254K +$15.2K +135 +6%
VWM
312
Venturi Wealth Management
Texas
$250K +$7.42K +66 +3%
SAM
313
S.A. Mason
Michigan
$248K – – –
CWM
314
Chicago Wealth Management
Illinois
$243K – – –
ATC
315
Argent Trust Co
Tennessee
$229K +$229K +2,034 New
TBC
316
Tweedy, Browne Co
Connecticut
$228K +$228K +2,029 New
CC
317
Chicago Capital
Illinois
$228K -$78.7K -700 -26%
SC
318
Savant Capital
Illinois
$226K +$226K +2,007 New
ECM
319
Evergreen Capital Management
Washington
$218K +$4.95K +44 +2%
CIBC Asset Management
320
CIBC Asset Management
Ontario, Canada
$216K +$4.27K +38 +2%
Walleye Trading
321
Walleye Trading
New York
$212K +$212K +1,888 New
OL
322
Optas LLC
Texas
$211K +$211K +1,880 New
FTWA
323
Fifth Third Wealth Advisors
Ohio
$207K +$675 +6 +0.3%
ACM
324
Arcataur Capital Management
Wisconsin
$202K – – –
TPCW
325
TD Private Client Wealth
New York
$188K -$8.1K -72 -4%
11 12
13
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