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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
Qube Research & Technologies (QRT)
301
Qube Research & Technologies (QRT)
United Kingdom
$312K -$1.26M -10,972 -81%
JSW
302
Journey Strategic Wealth
New Jersey
$312K -$6.19K -54 -2%
GWM
303
Gitterman Wealth Management
New Jersey
$307K +$7.91K +69 +3%
GFA
304
Gallagher Fiduciary Advisors
Illinois
$305K +$23.4K +204 +9%
PWM
305
Paulson Wealth Management
Illinois
$304K +$3.67K +32 +1%
PA
306
Profund Advisors
Maryland
$297K -$26.3K -229 -9%
OC
307
Oppenheimer & Co
New York
$293K -$39.7K -346 -13%
SCM
308
Shelton Capital Management
Colorado
$292K -$7K -61 -3%
BC
309
Burney Company
Virginia
$288K +$266K +2,320 New
CFA
310
Capstone Financial Advisors
Illinois
$285K -$39K -340 -13%
HH
311
Hilltop Holdings
Texas
$279K +$258K +2,253 New
WMA
312
West Michigan Advisors
Michigan
$276K -$7.68K -67 -3%
CWM
313
Chicago Wealth Management
Illinois
$268K
Cambridge Investment Research Advisors
314
Cambridge Investment Research Advisors
Iowa
$262K -$35.8K -312 -13%
BHPW
315
Beverly Hills Private Wealth
California
$261K -$21.6K -188 -8%
VWM
316
Venturi Wealth Management
Texas
$260K -$14.1K -123 -6%
TRCT
317
Tower Research Capital (TRC)
New York
$257K -$209K -1,823 -47%
ECM
318
Evergreen Capital Management
Washington
$254K +$12.7K +111 +6%
FB
319
Fulton Bank
Pennsylvania
$252K -$32.7K -285 -12%
CC
320
Chicago Capital
Illinois
$251K
AT
321
American Trust
Kentucky
$250K +$231K +2,018 New
KBC Group
322
KBC Group
Belgium
$249K -$97.3K -848 -30%
WCA
323
Westover Capital Advisors
Delaware
$243K +$225K +1,959 New
PA
324
PFG Advisors
Arizona
$241K +$223K +1,940 New
CIBC Asset Management
325
CIBC Asset Management
Ontario, Canada
$238K

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.