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Wintrust Financial
WTFC

Overview Fund Activity

440 hedge funds and large institutions have $7.88B invested in Wintrust Financial in 2024 Q4 according to their latest regulatory filings, with 70 funds opening new positions, 136 increasing their positions, 147 reducing their positions, and 38 closing their positions.

Holders
440
Holders Change
+27
Holders Change %
+6.54%
% of All Funds
5.86%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
70
Increased
136
Reduced
147
Closed
38
Calls
$10.2M
Puts
–
Net Calls
+$10.2M
Net Calls Change
+$7.58M

Top Buyers

1
EARNEST Partners
1
EARNEST Partners
Georgia
$164M
2
Norges Bank
2
Norges Bank
Norway
$94.9M
3
SEI Investments
3
SEI Investments
Pennsylvania
$87.1M
4
Alyeska Investment Group
4
Alyeska Investment Group
Illinois
$51.8M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$158M

Top Sellers

1
Victory Capital Management
1
Victory Capital Management
Texas
$117M
2
Citadel Advisors
2
Citadel Advisors
Florida
$431K
3
Dimensional Fund Advisors
3
Dimensional Fund Advisors
Texas
$370M
4
Millennium Management
4
Millennium Management
New York
$11.6M
5
RP
5
Reinhart Partners
Wisconsin
$72.9M
Name Market Value Shares Shares
Change 		Shares
Change %
SIS
401
Sound Income Strategies
Florida
$7.09K 57 – –
HWM
402
Hemington Wealth Management
Virginia
$7K 58 +27 +87%
JWA
403
JFS Wealth Advisors
Pennsylvania
$6.24K 50 – –
WWM
404
Wolff Wiese Magana
California
$5.99K 48 – –
HNW
405
High Note Wealth
Minnesota
$5.74K 46 +46 New
CA
406
Continuum Advisory
Idaho
$5.36K 43 +9 +26%
BWL
407
Bogart Wealth LLC
Virginia
$4.74K 38 +38 New
WT
408
Washington Trust
Rhode Island
$4.61K 37 +37 New
AT
409
Avalon Trust
New Mexico
$4.24K 34 +34 New
MHR
410
Matthew Hamilton Rosenberg
$3.87K 31 – –
PSFG
411
Park Square Financial Group
Georgia
$3.37K 27 +27 New
CFB
412
Cullen/Frost Bankers
Texas
$3.14K 25 – –
FMII
413
Farmers & Merchants Investments Inc
Nebraska
$3.12K 25 – –
S
414
Sachetta
Massachusetts
$2.99K 24 – –
PA
415
Pineridge Advisors
Missouri
$2.88K 23 – –
GEA
416
Glen Eagle Advisors
New Jersey
$2.76K 22 – –
CAM
417
Creekmur Asset Management
Illinois
$2.49K 20 – –
PPC
418
Park Place Capital
Alabama
$2.12K 17 – –
LFG
419
Larson Financial Group
Missouri
$2K 16 – –
SIC
420
SJS Investment Consulting
Ohio
$1.87K 15 -3 -17%
DPW
421
DiNuzzo Private Wealth
Pennsylvania
$1.62K 13 – –
PWA
422
Provenance Wealth Advisors
Florida
$1.62K 13 – –
SO
423
Sierra Ocean
California
$1.62K 13 +13 New
BGAI
424
Bruce G. Allen Investments
Colorado
$1.5K 12 -3 -20%
CWP
425
Concord Wealth Partners
Virginia
$1.5K 12 – –
15 16
17
18 19