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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 %
FZCM
326
Flynn Zito Capital Management
New York
$227K -$130K -1,045 -36%
ACM
327
Arcataur Capital Management
Wisconsin
$223K – – –
PWP
328
Phillips Wealth Planners
Mississippi
$217K +$217K +1,633 New
FAC
329
Financial Advisory Corporation
Michigan
$214K +$214K +1,724 New
RCAG
330
Rehmann Capital Advisory Group
Michigan
$213K +$213K +1,715 New
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$212K +$212K +1,708 New
FSA
332
Fort Sheridan Advisors
Illinois
$206K +$206K +1,665 New
DWM
333
Drive Wealth Management
Utah
$202K +$202K +1,631 New
PWA
334
Providence Wealth Advisors
Illinois
$201K +$201K +1,624 New
GRP
335
Global Retirement Partners
California
$196K +$196K +1,579 New
TFGT
336
TS Financial Group (TSFG)
Illinois
$193K – – –
SG Americas Securities
337
SG Americas Securities
New York
$184K -$261K -2,100 -59%
IA
338
IFP Advisors
Florida
$180K +$1.14K +9 +0.6%
Carson Wealth (CWM LLC)
339
Carson Wealth (CWM LLC)
Nebraska
$173K +$20.9K +169 +14%
GI
340
GAMMA Investing
California
$172K -$123K -993 -42%
LI
341
LRI Investments
Florida
$172K +$15.1K +122 +10%
TPCW
342
TD Private Client Wealth
New York
$153K -$54.3K -438 -26%
DFA
343
DHJJ Financial Advisors
Illinois
$128K – – –
PFBT
344
Parkside Financial Bank & Trust
Missouri
$126K -$16.9K -136 -12%
UB
345
UMB Bank
Missouri
$121K +$13.1K +106 +12%
VCM
346
Versant Capital Management
Arizona
$121K +$47.2K +381 +64%
Jones Financial Companies
347
Jones Financial Companies
Missouri
$118K +$32.6K +264 +38%
WTC
348
WhitTier Trust Company
Nevada
$111K -$372 -3 -0.3%
GM
349
GeoWealth Management
Illinois
$109K +$109K +883 New
IWA
350
Icon Wealth Advisors
Texas
$106K +$106K +852 New
12 13
14
15 16