WTFC icon

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 %
PS
326
Principal Securities
Iowa
$74.3K -$10.5K -97 -12%
MIA
327
MeadowBrook Investment Advisors
Michigan
$71.1K -$2.03K -80 -3%
C
328
Covestor
United Kingdom
$71K +$31.1K +286 +78%
SC
329
Steph & Co
Wisconsin
$70K – – –
BIG
330
Brooklyn Investment Group
New York
$61.4K +$61.4K +566 New
WI
331
Wintrust Investments
Illinois
$60K -$186K -1,733 -76%
FHA
332
First Horizon Advisors
Tennessee
$59.4K +$3.37K +31 +6%
GM
333
GeoWealth Management
Illinois
$57.7K +$57.7K +532 New
Nomura Asset Management
334
Nomura Asset Management
Japan
$56.4K – – –
UB
335
UMB Bank
Missouri
$55.6K +$21.3K +196 +62%
AWM
336
Avior Wealth Management
Nebraska
$55.4K +$109 +1 +0.2%
AAP
337
Arax Advisory Partners
Colorado
$52.8K +$12.5K +115 +31%
LC
338
Lindbrook Capital
California
$50.2K +$868 +8 +2%
FFA
339
Farther Finance Advisors
California
$49K +$9.23K +85 +23%
Acadian Asset Management
340
Acadian Asset Management
Massachusetts
$46K – – –
VCM
341
Versant Capital Management
Arizona
$44.3K +$12.2K +112 +38%
SAM
342
Smartleaf Asset Management
Massachusetts
$42.2K +$38K +357 +915%
PA
343
Parallel Advisors
California
$40.3K -$109 -1 -0.3%
WT
344
Whittier Trust
California
$37.6K – – –
QC
345
Quent Capital
New York
$34.9K -$8.91K -83 -20%
Fifth Third Bancorp
346
Fifth Third Bancorp
Ohio
$34.1K +$6.4K +59 +23%
HI
347
Harbour Investments
Wisconsin
$33.7K +$108 +1 +0.3%
AF
348
Allworth Financial
California
$33.3K +$2.28K +21 +7%
CA
349
Clearstead Advisors
Ohio
$31.4K +$1.09K +10 +4%
PTC
350
Private Trust Company
Ohio
$28.8K -$1.41K -13 -5%
12 13
14
15 16