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Wintrust Financial
WTFC

Overview Fund Activity

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$225M
2
Millennium Management
Millennium Management
New York
$66.9M
3
Jennison Associates
Jennison Associates
New York
$90.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$590M
5
Bank of America
Bank of America
North Carolina
$120M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$95M
2
Capital International Investors
Capital International Investors
California
$179M
3
AllianceBernstein
AllianceBernstein
Tennessee
$96.9M
4
GT
Glenmede Trust
Pennsylvania
$1.48M
5
Boston Partners
Boston Partners
Massachusetts
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
401
JFS Wealth Advisors
Pennsylvania
$5.62K – – –
SC
402
SouthState Corp
Florida
$5.62K +$5.62K +50 New
WWM
403
Wolff Wiese Magana
California
$5.4K – – –
HNW
404
High Note Wealth
Minnesota
$5.17K – – –
FMII
405
Farmers & Merchants Investments Inc
Nebraska
$5.17K +$2.36K +21 +84%
HFS
406
Hantz Financial Services
Michigan
$5K +$3.72K +35 +292%
NEWAS
407
N.E.W. Advisory Services
Wisconsin
$4.95K +$4.95K +44 New
NC
408
NewSquare Capital
Pennsylvania
$4.61K +$4.16K +37 +925%
CA
409
Continuum Advisory
Idaho
$4.5K -$337 -3 -7%
WT
410
Washington Trust
Rhode Island
$4.16K – – –
RWS
411
Retirement Wealth Solutions
Wisconsin
$3.82K +$3.82K +34 New
HWP
412
Highline Wealth Partners
California
$3.71K +$3.71K +33 New
MHR
413
Matthew Hamilton Rosenberg
$3.49K – – –
S
414
Sachetta
Massachusetts
$2.7K – – –
CFB
415
Cullen/Frost Bankers
Texas
$2.62K -$228 -2 -8%
PA
416
Pineridge Advisors
Missouri
$2.61K – – –
TWD
417
True Wealth Design
Ohio
$2.59K +$2.59K +23 New
GEA
418
Glen Eagle Advisors
New Jersey
$2.49K – – –
Optiver Holding
419
Optiver Holding
Netherlands
$2.47K +$2.47K +22 New
CTWM
420
Cherry Tree Wealth Management
Minnesota
$2.03K +$2.03K +18 New
BWL
421
Bogart Wealth LLC
Virginia
$1.91K -$2.36K -21 -55%
DPW
422
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$338 +3 +23%
LFG
423
Larson Financial Group
Missouri
$1.8K – – –
SIC
424
SJS Investment Consulting
Ohio
$1.69K – – –
GFPC
425
Global Financial Private Client
Florida
$1.57K +$1.12K +10 +250%
15 16
17
18 19