We are live on ! Find out more
WTFC icon

Wintrust Financial

396 hedge funds and large institutions have $5.72B invested in Wintrust Financial in 2024 Q2 according to their latest regulatory filings, with 39 funds opening new positions, 157 increasing their positions, 129 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more first-time investments, than exits

New positions opened: 39 | Existing positions closed: 27

22% more repeat investments, than reductions

Existing positions increased: 157 | Existing positions reduced: 129

2% more funds holding

Funds holding: 388396 (+8)

1.26% less ownership

Funds ownership: 95.45%94.19% (-1.3%)

6% less capital invested

Capital invested by funds: $6.11B → $5.72B (-$393M)

20% less funds holding in top 10

Funds holding in top 10: 108 (-2)

Holders
396
Holders Change
+8
Holders Change %
+2.06%
% of All Funds
5.72%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.12%
New
39
Increased
157
Reduced
129
Closed
27
Calls
$631K
Puts
Net Calls
+$631K
Net Calls Change
-$757K
Name Holding Trade Value Shares
Change
Change in
Stake
KFI
351
Key Financial Inc
Pennsylvania
$13.7K
PFC
352
Phocas Financial Corp
California
$13.5K +$2.1M +21,469 +19%
GJWM
353
Gilliland Jeter Wealth Management
Arkansas
$13K
BEI
354
Benjamin Edwards Inc
Missouri
$13K +$1.67K +17 +15%
RFS
355
Richardson Financial Services
Massachusetts
$12.6K +$5.19K +53 +71%
HCP
356
Hexagon Capital Partners
Arkansas
$11.6K
BIA
357
Bell Investment Advisors
California
$10.3K
BBHC
358
Brown Brothers Harriman & Co
New York
$9.86K
CFD
359
Creative Financial Designs
Indiana
$8.97K
MPWT
360
MassMutual Private Wealth & Trust
Connecticut
$8.97K +$4.9K +50 +122%
EBA
361
Eagle Bay Advisors
New York
$8.87K -$686 -7 -7%
NA
362
NewEdge Advisors
Louisiana
$8.54K -$7.93K -81 -48%
EWA
363
EverSource Wealth Advisors
Alabama
$7.9K
MG
364
Mather Group
Illinois
$7.83K +$5K +51 +213%
FRA
365
Front Row Advisors
California
$7.1K -$980 -10 -12%
PWMG
366
Private Wealth Management Group
New Jersey
$7K
Jones Financial Companies
367
Jones Financial Companies
Missouri
$6.6K +$980 +10 +18%
RFG
368
REAP Financial Group
Texas
$6.16K
SIS
369
Sound Income Strategies
Florida
$5.56K +$98 +1 +2%
VAG
370
VisionPoint Advisory Group
Texas
$4.93K
JWA
371
JFS Wealth Advisors
Pennsylvania
$4.73K
QL
372
Quarry LP
New York
$4.43K +$882 +9 +25%
SAM
373
Smartleaf Asset Management
Massachusetts
$3.73K -$159K -1,621 -98%
MHR
374
Matthew Hamilton Rosenberg
$3.08K
CA
375
CoreCap Advisors
Michigan
$3.06K -$18.5K -189 -86%