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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
ATC
326
Argent Trust Co
Tennessee
$236K -$14.8K -129 -6%
FTWA
327
Fifth Third Wealth Advisors
Ohio
$230K +$1.15K +10 +0.5%
FZCM
328
Flynn Zito Capital Management
New York
$227K -$120K -1,045 -36%
ACM
329
Arcataur Capital Management
Wisconsin
$223K
PWP
330
Phillips Wealth Planners
Mississippi
$217K +$187K +1,633 New
SLAM
331
Swiss Life Asset Management
$214K +$198K +1,727 New
FAC
332
Financial Advisory Corporation
Michigan
$214K +$198K +1,724 New
RCAG
333
Rehmann Capital Advisory Group
Michigan
$213K +$197K +1,715 New
Mercer Global Advisors
334
Mercer Global Advisors
Colorado
$212K +$196K +1,708 New
FSA
335
Fort Sheridan Advisors
Illinois
$206K +$191K +1,665 New
DWM
336
Drive Wealth Management
Utah
$202K +$187K +1,631 New
PWA
337
Providence Wealth Advisors
Illinois
$201K +$186K +1,624 New
GRP
338
Global Retirement Partners
California
$196K +$181K +1,579 New
TFGT
339
TS Financial Group (TSFG)
Illinois
$193K
CNBT
340
Cornerstone National Bank & Trust
Illinois
$186K
SG Americas Securities
341
SG Americas Securities
New York
$184K -$241K -2,100 -59%
IA
342
IFP Advisors
Florida
$180K +$1.03K +9 +0.6%
Carson Wealth (CWM LLC)
343
Carson Wealth (CWM LLC)
Nebraska
$173K +$19.4K +169 +14%
GI
344
GAMMA Investing
California
$172K -$114K -993 -42%
LI
345
LRI Investments
Florida
$172K +$14K +122 +10%
TPCW
346
TD Private Client Wealth
New York
$153K -$50.2K -438 -26%
DFA
347
DHJJ Financial Advisors
Illinois
$128K
PFBT
348
Parkside Financial Bank & Trust
Missouri
$126K -$15.6K -136 -12%
UB
349
UMB Bank
Missouri
$121K +$12.2K +106 +12%
VCM
350
Versant Capital Management
Arizona
$121K +$43.7K +381 +64%

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.