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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 %
MSFP
426
Mark Sheptoff Financial Planning
Connecticut
$5.46K +$5.46K +44 New
SC
427
SouthState Corp
Florida
$5.33K -$868 -7 -14%
S
428
Sachetta
Massachusetts
$4.59K +$1.61K +13 +54%
RWS
429
Retirement Wealth Solutions
Wisconsin
$4.22K – – –
HWP
430
Highline Wealth Partners
California
$4.09K – – –
AW
431
Avion Wealth
Texas
$4K +$2.33K +21 +140%
MHR
432
Matthew Hamilton Rosenberg
$3.84K – – –
CIA
433
Cape Investment Advisory
Georgia
$3.72K +$3.72K +30 New
FFO
434
Fortitude Family Office
Arizona
$3.47K +$3.47K +28 New
BCWM
435
Bartlett & Co Wealth Management
Ohio
$2.98K +$2.98K +24 New
PA
436
Pineridge Advisors
Missouri
$2.88K – – –
CFB
437
Cullen/Frost Bankers
Texas
$2.78K -$126 -1 -4%
GEA
438
Glen Eagle Advisors
New Jersey
$2.75K – – –
BWL
439
Bogart Wealth LLC
Virginia
$2.73K +$620 +5 +29%
LFG
440
Larson Financial Group
Missouri
$2.11K +$124 +1 +6%
Simplex Trading
441
Simplex Trading
Illinois
$2K +$2K +18 New
HFS
442
Hughes Financial Services
Virginia
$1.88K +$125 +1 +7%
DPW
443
DiNuzzo Private Wealth
Pennsylvania
$1.74K -$248 -2 -13%
SO
444
Sierra Ocean
California
$1.61K – – –
RWM
445
Rialto Wealth Management
New York
$1.24K +$1.24K +10 New
SIC
446
SJS Investment Consulting
Ohio
$1.12K -$744 -6 -40%
BGAI
447
Bruce G. Allen Investments
Colorado
$992 -$124 -1 -11%
RF
448
Rossby Financial
Florida
$992 +$124 +1 +14%
PWA
449
Principia Wealth Advisory
Texas
$868 +$496 +4 +133%
CH
450
Cromwell Holdings
Wyoming
$744 +$744 +6 New
16 17
18
19 20