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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
PD
376
Point72 (DIFC)
United Arab Emirates
$27.5K +$27.3K +221 New
RA
377
Rise Advisors
New York
$25.4K +$124 +1 +0.5%
Barrow, Hanley, Mewhinney & Strauss
378
Barrow, Hanley, Mewhinney & Strauss
Texas
$25.3K
Mitsubishi UFJ Asset Management
379
Mitsubishi UFJ Asset Management
Japan
$21.3K
CAL
380
Capital Advisors Ltd
Ohio
$21K
GWP
381
Gen-Wealth Partners
Michigan
$18.5K
PAS
382
Point72 Asia (Singapore)
Singapore
$18K +$17.9K +145 New
KFI
383
Key Financial Inc
Pennsylvania
$17.3K
BBHC
384
Brown Brothers Harriman & Co
New York
$16.8K
ETC
385
Exchange Traded Concepts
Oklahoma
$16.6K +$16.4K +133 New
GWM
386
Geneos Wealth Management
Colorado
$16K
PCM
387
Peregrine Capital Management
Minnesota
$15.5K -$8.35M -67,624 -100%
WA
388
WPG Advisers
Maryland
$13.8K +$13.7K +111 New
MPWT
389
MassMutual Private Wealth & Trust
Connecticut
$13.7K +$741 +6 +6%
HCP
390
Hexagon Capital Partners
Arkansas
$13.3K -$865 -7 -6%
BIA
391
Bell Investment Advisors
California
$13K
RFS
392
Richardson Financial Services
Massachusetts
$12.9K -$2.96K -24 -19%
EWA
393
EverSource Wealth Advisors
Alabama
$11.2K +$2.1K +17 +23%
EBA
394
Eagle Bay Advisors
New York
$10.8K
CAS
395
Coppell Advisory Solutions
Texas
$10.4K +$10.4K +84 New
KIM
396
Kestra Investment Management
Texas
$10.1K +$10K +81 New
MG
397
Mather Group
Illinois
$9.35K
PWMG
398
Private Wealth Management Group
New Jersey
$8.86K
CA
399
CoreCap Advisors
Michigan
$8.73K +$1.48K +12 +21%
CFD
400
Creative Financial Designs
Indiana
$8.61K

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.