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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
Jones Financial Companies
351
Jones Financial Companies
Missouri
$118K +$30.3K +264 +38%
WTC
352
WhitTier Trust Company
Nevada
$111K -$344 -3 -0.3%
GM
353
GeoWealth Management
Illinois
$109K +$101K +883 New
DB
354
Danske Bank
Denmark
$107K -$1.9M -16,604 -95%
IWA
355
Icon Wealth Advisors
Texas
$106K +$97.7K +852 New
MCM
356
MAI Capital Management
Ohio
$103K +$11.5K +100 +14%
BIG
357
Brooklyn Investment Group
New York
$102K -$11.5K -100 -11%
TCOV
358
Trust Company of Vermont
Vermont
$86.3K
FHA
359
First Horizon Advisors
Tennessee
$85.5K +$9.86K +86 +14%
PMFA
360
Plante Moran Financial Advisors
Michigan
$84.9K
SC
361
Steph & Co
Wisconsin
$80K
AAP
362
Arax Advisory Partners
Colorado
$75.5K -$459 -4 -0.7%
FFA
363
Farther Finance Advisors
California
$74.5K +$11.7K +102 +20%
Bessemer Group
364
Bessemer Group
New Jersey
$74K +$11K +96 +19%
RFA
365
Reyes Financial Architecture
California
$73K -$39K -340 -37%
NA
366
NewEdge Advisors
Louisiana
$72.6K +$11.5K +100 +21%
CA
367
Clearstead Advisors
Ohio
$71.7K +$36.2K +316 +121%
CI Investments Inc
368
CI Investments Inc
Ontario, Canada
$68K -$9.18K -80 -13%
Nomura Asset Management
369
Nomura Asset Management
Japan
$64.5K
BC
370
Bayforest Capital
United Kingdom
$63.2K +$47.7K +416 +443%
C
371
Covestor
United Kingdom
$62K +$16.2K +141 +39%
SAM
372
Smartleaf Asset Management
Massachusetts
$59.6K -$3.9K -34 -7%
BAMF
373
BI Asset Management Fondsmaeglerselskab
Denmark
$59K
AF
374
Allworth Financial
California
$55.8K +$11.4K +99 +28%
Acadian Asset Management
375
Acadian Asset Management
Massachusetts
$53K

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.