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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
C
351
Covestor
United Kingdom
$80K -$1.85K -15 -2%
QL
352
Quarry LP
New York
$77.7K +$77K +623 New
FHA
353
First Horizon Advisors
Tennessee
$70.7K +$2.47K +20 +4%
BIG
354
Brooklyn Investment Group
New York
$70.6K
VCM
355
Versant Capital Management
Arizona
$67.2K +$16.2K +131 +32%
Bessemer Group
356
Bessemer Group
New Jersey
$66K -$225K -1,819 -77%
Nomura Asset Management
357
Nomura Asset Management
Japan
$64.8K
AWM
358
Avior Wealth Management
Nebraska
$63.5K -$124 -1 -0.2%
GM
359
GeoWealth Management
Illinois
$61.5K -$4.82K -39 -7%
AAP
360
Arax Advisory Partners
Colorado
$60.7K +$124 +1 +0.2%
SAM
361
Smartleaf Asset Management
Massachusetts
$58.1K +$8.77K +71 +18%
FFA
362
Farther Finance Advisors
California
$57.4K +$1.11K +9 +2%
WI
363
Wintrust Investments
Illinois
$57K -$12.2K -99 -18%
LC
364
Lindbrook Capital
California
$56.6K -$1.11K -9 -2%
PA
365
Parallel Advisors
California
$55.3K +$8.89K +72 +19%
Acadian Asset Management
366
Acadian Asset Management
Massachusetts
$53K
GRP
367
Global Retirement Partners
California
$46.9K +$18K +146 +63%
AF
368
Allworth Financial
California
$43.6K +$2.47K +20 +7%
MEG
369
Millstone Evans Group
Colorado
$43.4K +$43K +348 New
HI
370
Harbour Investments
Wisconsin
$43.2K +$4.32K +35 +11%
WT
371
Whittier Trust
California
$43.1K
QC
372
Quent Capital
New York
$40.5K
CA
373
Clearstead Advisors
Ohio
$35.3K -$741 -6 -2%
RCM
374
Raleigh Capital Management
North Carolina
$32.4K -$371 -3 -1%
PTC
375
Private Trust Company
Ohio
$28.3K -$4.69K -38 -14%

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.