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Wintrust Financial
WTFC

Overview Fund Activity

463 hedge funds and large institutions have $8.02B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 152 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
463
Holders Change
+16
Holders Change %
+3.58%
% of All Funds
6.21%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
65
Increased
182
Reduced
152
Closed
44
Calls
$2.06M
Puts
–
Net Calls
+$2.06M
Net Calls Change
+$596K

Top Buyers

1
Millennium Management
Millennium Management
New York
$128M
2
CCMG
Clark Capital Management Group
Pennsylvania
$55.9M
3
ACL
Azora Capital LP
Florida
$44.1M
4
Goldman Sachs
Goldman Sachs
New York
$34.4M
5
Fidelity Investments
Fidelity Investments
Massachusetts
$670M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$0
2
Capital International Investors
Capital International Investors
California
$170M
3
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$81.1M
4
NL
Nuveen LLC
North Carolina
$30.2M
5
VLKIM
Van Lanschot Kempen Investment Management
Netherlands
$48.4M
Name Holding Trade Value Shares
Change 		Shares
Change %
HI
376
Harbour Investments
Wisconsin
$42.9K +$124 +1 +0.3%
SOW
377
State of Wyoming
Wyoming
$40.7K +$40.7K +328 New
OWA
378
Opal Wealth Advisors
New York
$39.4K -$2.98K -24 -7%
RFG
379
REAP Financial Group
Texas
$36.7K +$24.3K +196 +196%
MPWT
380
MassMutual Private Wealth & Trust
Connecticut
$35.8K +$12.4K +100 +53%
PTC
381
Private Trust Company
Ohio
$35K +$4.34K +35 +14%
KHC
382
Koesten Hirschmann & Crabtree
Kansas
$34.7K +$34.7K +280 New
WT
383
Whittier Trust
California
$31.6K -$2.11K -17 -6%
PPC
384
Park Place Capital
Alabama
$29.6K – – –
RCM
385
Raleigh Capital Management
North Carolina
$28.1K -$2.73K -22 -9%
GWM
386
Geneos Wealth Management
Colorado
$26.5K -$43.5K -351 -62%
NS
387
NBC Securities
Alabama
$25K – – –
MPW
388
MASECO Private Wealth
$24.7K +$24.7K +199 New
GWP
389
Gen-Wealth Partners
Michigan
$24.3K +$5.95K +48 +32%
A
390
AlphaQuest
New York
$23.7K -$13.1K -106 -36%
RFS
391
Richardson Financial Services
Massachusetts
$22.7K +$13.7K +107 +151%
BBHC
392
Brown Brothers Harriman & Co
New York
$21.6K +$4.84K +39 +29%
Barrow, Hanley, Mewhinney & Strauss
393
Barrow, Hanley, Mewhinney & Strauss
Texas
$21.4K – – –
CAL
394
Capital Advisors Ltd
Ohio
$21K – – –
Mitsubishi UFJ Asset Management
395
Mitsubishi UFJ Asset Management
Japan
$21K – – –
ABWM
396
Alpine Bank Wealth Management
Colorado
$20.1K – – –
RA
397
Rise Advisors
New York
$17.8K – – –
KFI
398
Key Financial Inc
Pennsylvania
$17.2K – – –
AWM
399
Atticus Wealth Management
Florida
$17K +$17K +137 New
WA
400
WPG Advisers
Maryland
$15.6K – – –
14 15
16
17 18