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Wintrust Financial
WTFC

Overview Fund Activity

413 hedge funds and large institutions have $6.52B invested in Wintrust Financial in 2024 Q3 according to their latest regulatory filings, with 57 funds opening new positions, 186 increasing their positions, 113 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
413
Holders Change
+17
Holders Change %
+4.29%
% of All Funds
5.98%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
57
Increased
186
Reduced
113
Closed
40
Calls
$2.97M
Puts
$375K
Net Calls
+$2.6M
Net Calls Change
+$1.97M

Top Buyers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$559M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$744M
3
ClearBridge Investments
3
ClearBridge Investments
New York
$66.5M
4
Citadel Advisors
4
Citadel Advisors
Florida
$39.6M
5
BlackRock
5
BlackRock
New York
$653M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$145M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$122M
3
Hudson Bay Capital Management
3
Hudson Bay Capital Management
Connecticut
$0
4
MIIM
4
Mesirow Institutional Investment Management
Illinois
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$50.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFD
376
Creative Financial Designs
Indiana
$7.49K -$2.39K -22 -24%
WSFS
377
Wilmington Savings Fund Society
Delaware
$7.38K +$7.38K +68 New
Jones Financial Companies
378
Jones Financial Companies
Missouri
$7.14K – – –
ATS
379
Ashton Thomas Securities
New York
$7.05K +$7.05K +65 New
RFG
380
REAP Financial Group
Texas
$6.46K -$215 -2 -3%
CA
381
CoreCap Advisors
Michigan
$6.3K +$2.93K +27 +87%
SIS
382
Sound Income Strategies
Florida
$6.15K +$108 +1 +2%
JWA
383
JFS Wealth Advisors
Pennsylvania
$5.43K +$217 +2 +4%
WWM
384
Wolff Wiese Magana
California
$5.21K +$5.21K +48 New
CA
385
Continuum Advisory
Idaho
$4.45K +$1.57K +12 +55%
MHR
386
Matthew Hamilton Rosenberg
$3.36K – – –
HWM
387
Hemington Wealth Management
Virginia
$3K +$3K +31 New
CFB
388
Cullen/Frost Bankers
Texas
$2.73K – – –
FMII
389
Farmers & Merchants Investments Inc
Nebraska
$2.71K – – –
S
390
Sachetta
Massachusetts
$2.61K – – –
PA
391
Pineridge Advisors
Missouri
$2.5K – – –
GEA
392
Glen Eagle Advisors
New Jersey
$2.4K +$1.42K +13 +144%
CAM
393
Creekmur Asset Management
Illinois
$2.17K +$2.17K +20 New
SIC
394
SJS Investment Consulting
Ohio
$1.95K – – –
HI
395
Horizon Investments
North Carolina
$1.95K +$757 +7 +64%
PPC
396
Park Place Capital
Alabama
$1.85K – – –
LFG
397
Larson Financial Group
Missouri
$1.74K +$1.74K +16 New
BGAI
398
Bruce G. Allen Investments
Colorado
$1.63K +$1.63K +15 New
DPW
399
DiNuzzo Private Wealth
Pennsylvania
$1.41K – – –
PWA
400
Provenance Wealth Advisors
Florida
$1.41K – – –
14 15
16
17 18