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Wintrust Financial

476 hedge funds and large institutions have $8.44B invested in Wintrust Financial in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 45

5% more capital invested

Capital invested by funds: $8.03B → $8.44B (+$414M)

1% more funds holding

Funds holding: 469476 (+7)

5% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 163

1.49% less ownership

Funds ownership: 96.78%95.28% (-1.5%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
476
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
6.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
56
Increased
171
Reduced
163
Closed
45
Calls
$2.42M
Puts
Net Calls
+$2.42M
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
NS
401
NBC Securities
Alabama
$24.8K -$2.9K -22 -11%
BBHC
402
Brown Brothers Harriman & Co
New York
$23K
Barrow, Hanley, Mewhinney & Strauss
403
Barrow, Hanley, Mewhinney & Strauss
Texas
$22.9K
Mitsubishi UFJ Asset Management
404
Mitsubishi UFJ Asset Management
Japan
$22.4K
FHC
405
First Horizon Corporation
Tennessee
$22.4K +$22.3K +169 New
CAL
406
Capital Advisors Ltd
Ohio
$22K
ABWM
407
Alpine Bank Wealth Management
Colorado
$21.5K
WIM
408
Westside Investment Management
California
$21.1K +$10.6K +80 +100%
RA
409
Rise Advisors
New York
$19.1K +$132 +1 +0.7%
HI
410
Harbour Investments
Wisconsin
$18.4K -$27.3K -207 -60%
KFI
411
Key Financial Inc
Pennsylvania
$18.3K
SIC
412
SJS Investment Consulting
Ohio
$17.9K +$16.6K +126 +1,400%
SL
413
Salomon & Ludwin
Virginia
$17.3K +$17.6K +133 New
WA
414
WPG Advisers
Maryland
$16.7K
PCM
415
Peregrine Capital Management
Minnesota
$16.6K
PWAM
416
Private Wealth Asset Management
Iowa
$15.1K
CFB
417
Cullen/Frost Bankers
Texas
$14.1K +$11.2K +85 +386%
BIA
418
Bell Investment Advisors
California
$13.8K
HWM
419
Hemington Wealth Management
Virginia
$13K +$1.19K +9 +10%
AA
420
Ancora Advisors
Ohio
$12.6K
Optiver Holding
421
Optiver Holding
Netherlands
$12.4K -$2.64K -20 -18%
AG
422
AmeriFlex Group
Nevada
$11.9K +$11.9K +90 New
CA
423
CoreCap Advisors
Michigan
$11.4K -$2.25K -17 -17%
PSFG
424
Park Square Financial Group
Georgia
$11.3K -$132 -1 -1%
N
425
Natixis
France
$11.1K +$11.1K +84 New

WTFC Hedge Fund Activity: Q3 2025 in Review

476 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2025, worth a combined $8.44B — up 5.2% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WTFC positions and 45 closed out — a net gain of 11 holders — while 171 added to existing stakes and 163 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $89.9M. The largest seller was Fidelity Investments, cutting an estimated $67.8M.

  • 476 institutional investors held Wintrust Financial (WTFC) as of Q3 2025, up from 469 in Q2 2025.
  • Funds reported $8.44B of Wintrust Financial stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 56 funds opened new Wintrust Financial positions in Q3 2025 and 45 closed out, a net change of +11 holders.
  • The largest Wintrust Financial buyer in Q3 2025 was Wellington Management Group, an estimated $89.9M added.
  • The largest Wintrust Financial seller in Q3 2025 was Fidelity Investments, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2025.