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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
SWP
326
Stratos Wealth Partners
Ohio
$213K -$51.8K -419 -20%
PA
327
PFG Advisors
Arizona
$211K +$209K +1,694 New
WANY
328
Wealthspire Advisors (New York)
New York
$206K +$204K +1,648 New
PWP
329
Phillips Wealth Planners
Mississippi
$205K +$203K +1,645 New
MYAM
330
Meiji Yasuda Asset Management
Japan
$202K +$200K +1,623 New
LI
331
LRI Investments
Florida
$197K -$33.5K -271 -15%
TFGT
332
TS Financial Group (TSFG)
Illinois
$195K
CNBT
333
Cornerstone National Bank & Trust
Illinois
$187K
IA
334
IFP Advisors
Florida
$180K +$2.96K +24 +2%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$168K -$23.8K -193 -13%
CFGS
336
Concourse Financial Group Securities
Alabama
$166K +$123K +995 +403%
GI
337
GAMMA Investing
California
$157K +$29.9K +242 +24%
Carson Wealth (CWM LLC)
338
Carson Wealth (CWM LLC)
Nebraska
$146K +$4.2K +34 +3%
PMFA
339
Plante Moran Financial Advisors
Michigan
$133K
DFA
340
DHJJ Financial Advisors
Illinois
$129K
IWA
341
Icon Wealth Advisors
Texas
$110K +$109K +880 New
WTC
342
WhitTier Trust Company
Nevada
$110K
MCM
343
MAI Capital Management
Ohio
$90.5K +$89.7K +726 New
PS
344
Principal Securities
Iowa
$88.7K +$3.21K +26 +4%
RFA
345
Reyes Financial Architecture
California
$87K +$86.2K +698 New
CI Investments Inc
346
CI Investments Inc
Ontario, Canada
$87K -$12.5K -101 -13%
TCOV
347
Trust Company of Vermont
Vermont
$86.8K -$19.1K -155 -18%
Jones Financial Companies
348
Jones Financial Companies
Missouri
$85.3K +$76.2K +617 +921%
UB
349
UMB Bank
Missouri
$84.4K +$20.4K +165 +32%
SC
350
Steph & Co
Wisconsin
$80.4K

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.