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Wintrust Financial

470 hedge funds and large institutions have $8.03B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 156

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $7.26B → $8.03B (+$770M)

4% more funds holding

Funds holding: 452470 (+18)

0.02% more ownership

Funds ownership: 96.76%96.78% (+0.02%)

Holders
470
Holders Change
+18
Holders Change %
+3.98%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
183
Reduced
156
Closed
44
Calls
$2.06M
Puts
Net Calls
+$2.06M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
ABWM
401
Alpine Bank Wealth Management
Colorado
$20.1K
RA
402
Rise Advisors
New York
$17.8K
KFI
403
Key Financial Inc
Pennsylvania
$17.2K
AWM
404
Atticus Wealth Management
Florida
$17K +$15.7K +137 New
WA
405
WPG Advisers
Maryland
$15.6K
PCM
406
Peregrine Capital Management
Minnesota
$15.5K +$115 +1 +0.8%
PWAM
407
Private Wealth Asset Management
Iowa
$14.1K
Optiver Holding
408
Optiver Holding
Netherlands
$14.1K +$10.6K +92 +418%
HFS
409
Hantz Financial Services
Michigan
$13K +$7K +61 +130%
BIA
410
Bell Investment Advisors
California
$12.9K
CA
411
CoreCap Advisors
Michigan
$12.8K +$229 +2 +2%
AA
412
Ancora Advisors
Ohio
$11.8K +$10.9K +95 New
RWML
413
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$11.3K +$8.14K +71 +355%
HWM
414
Hemington Wealth Management
Virginia
$11K +$2.18K +19 +27%
PSFG
415
Park Square Financial Group
Georgia
$10.7K +$9.86K +86 New
WIM
416
Westside Investment Management
California
$10.2K +$9.18K +80 New
PWMG
417
Private Wealth Management Group
New Jersey
$8.8K
CFD
418
Creative Financial Designs
Indiana
$8.55K -$2.18K -19 -22%
WSFS
419
Wilmington Savings Fund Society
Delaware
$8.55K +$1.38K +12 +21%
TPWA
420
Twin Peaks Wealth Advisors
California
$7.51K +$6.77K +59 New
AAS
421
Ameritas Advisory Services
Nebraska
$7.32K +$6.77K +59 New
CPG
422
Cornerstone Planning Group
New Jersey
$7.31K -$6.31K -55 -49%
SIS
423
Sound Income Strategies
Florida
$7.11K
FMII
424
Farmers & Merchants Investments Inc
Nebraska
$6.7K +$918 +8 +17%
JWA
425
JFS Wealth Advisors
Pennsylvania
$6.2K

WTFC Hedge Fund Activity: Q2 2025 in Review

470 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2025, worth a combined $8.03B — up 11% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WTFC positions and 44 closed out — a net gain of 22 holders — while 183 added to existing stakes and 156 trimmed.

The largest buyer was Millennium Management, adding an estimated $50M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $33.2M sold.

  • 470 institutional investors held Wintrust Financial (WTFC) as of Q2 2025, up from 452 in Q1 2025.
  • Funds reported $8.03B of Wintrust Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 66 funds opened new Wintrust Financial positions in Q2 2025 and 44 closed out, a net change of +22 holders.
  • The largest Wintrust Financial buyer in Q2 2025 was Millennium Management, an estimated $50M added.
  • The largest Wintrust Financial seller in Q2 2025 was Massachusetts Financial Services, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2025.