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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 %
PCM
401
Peregrine Capital Management
Minnesota
$15.5K +$124 +1 +0.8%
PWAM
402
Private Wealth Asset Management
Iowa
$14.1K – – –
Optiver Holding
403
Optiver Holding
Netherlands
$14.1K +$11.4K +92 +418%
HFS
404
Hantz Financial Services
Michigan
$13K +$7.34K +61 +130%
BIA
405
Bell Investment Advisors
California
$12.9K – – –
CA
406
CoreCap Advisors
Michigan
$12.8K +$248 +2 +2%
AA
407
Ancora Advisors
Ohio
$11.8K +$11.8K +95 New
HWM
408
Hemington Wealth Management
Virginia
$11K +$2.32K +19 +27%
PSFG
409
Park Square Financial Group
Georgia
$10.7K +$10.7K +86 New
WIM
410
Westside Investment Management
California
$10.2K +$10.2K +80 New
PWMG
411
Private Wealth Management Group
New Jersey
$8.8K – – –
CFD
412
Creative Financial Designs
Indiana
$8.56K -$2.36K -19 -22%
WSFS
413
Wilmington Savings Fund Society
Delaware
$8.56K +$1.49K +12 +21%
TPWA
414
Twin Peaks Wealth Advisors
California
$7.51K +$7.51K +59 New
AAS
415
Ameritas Advisory Services
Nebraska
$7.32K +$7.32K +59 New
CPG
416
Cornerstone Planning Group
New Jersey
$7.31K -$6.93K -55 -49%
SIS
417
Sound Income Strategies
Florida
$7.11K – – –
FMII
418
Farmers & Merchants Investments Inc
Nebraska
$6.7K +$992 +8 +17%
JWA
419
JFS Wealth Advisors
Pennsylvania
$6.2K – – –
WWM
420
Wolff Wiese Magana
California
$5.95K – – –
HNW
421
High Note Wealth
Minnesota
$5.7K – – –
TWD
422
True Wealth Design
Ohio
$5.58K +$2.73K +22 +96%
RAM
423
Riggs Asset Management
Pennsylvania
$5.46K +$5.46K +44 New
NEWAS
424
N.E.W. Advisory Services
Wisconsin
$5.46K – – –
NC
425
NewSquare Capital
Pennsylvania
$5.46K +$372 +3 +7%
15 16
17
18 19