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Wintrust Financial

442 hedge funds and large institutions have $7.88B invested in Wintrust Financial in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 138 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

20% more capital invested

Capital invested by funds: $6.6B → $7.88B (+$1.29B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 416442 (+26)

3.48% more ownership

Funds ownership: 91.6%95.08% (+3.5%)

6% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 147

Holders
442
Holders Change
+26
Holders Change %
+6.25%
% of All Funds
5.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
69
Increased
138
Reduced
147
Closed
38
Calls
$10.2M
Puts
Net Calls
+$10.2M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
426
Bruce G. Allen Investments
Colorado
$1.5K -$371 -3 -20%
CWP
427
Concord Wealth Partners
Virginia
$1.5K
FFO
428
Fortitude Family Office
Arizona
$1.12K
RTC
429
Riverview Trust Company
Washington
$1.12K
AW
430
Avion Wealth
Texas
$1K
HFS
431
Hantz Financial Services
Michigan
$1K
BTD
432
BankPlus Trust Department
Mississippi
$873 +$865 +7 New
SS
433
SBI Securities
Japan
$748 +$741 +6 New
AF
434
Advisornet Financial
Minnesota
$499 +$494 +4 New
GFPC
435
Global Financial Private Client
Florida
$499 +$494 +4 New
KBFS
436
Kohmann Bosshard Financial Services
Ohio
$499 +$494 +4 New
NC
437
NewSquare Capital
Pennsylvania
$499 +$494 +4 New
CTB
438
Country Trust Bank
Illinois
$249
MAS
439
MPWM Advisory Solutions
Georgia
$249 +$247 +2 New
PWM
440
Parkworth Wealth Management
California
$249 +$247 +2 New
TFM
441
TFC Financial Management
Massachusetts
$125
TCA
442
Trifecta Capital Advisors
Illinois
$125
Wellington Management Group
443
Wellington Management Group
Massachusetts
-$18.4M -169,197 Closed
EGI
444
EAM Global Investors
California
-$3.49M -32,134 Closed
Squarepoint
445
Squarepoint
New York
-$2.52M -23,190 Closed
Man Group
446
Man Group
United Kingdom
-$1.42M -13,083 Closed
CFCI
447
Comprehensive Financial Consultants Institutional
Indiana
-$1.07M -9,889 Closed
PCM
448
Prelude Capital Management
New York
-$885K -8,150 Closed
SC
449
Skylands Capital
Wisconsin
-$629K -5,800 Closed
D.E. Shaw & Co
450
D.E. Shaw & Co
New York
-$573K -5,280 Closed

WTFC Hedge Fund Activity: Q4 2024 in Review

442 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2024, worth a combined $7.88B — up 20% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WTFC positions and 38 closed out — a net gain of 31 holders — while 138 added to existing stakes and 147 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $162M. The largest seller was Victory Capital Management, cutting an estimated $49.1M.

  • 442 institutional investors held Wintrust Financial (WTFC) as of Q4 2024, up from 416 in Q3 2024.
  • Funds reported $7.88B of Wintrust Financial stock for Q4 2024, up 20% quarter-over-quarter.
  • 69 funds opened new Wintrust Financial positions in Q4 2024 and 38 closed out, a net change of +31 holders.
  • The largest Wintrust Financial buyer in Q4 2024 was EARNEST Partners, an estimated $162M added.
  • The largest Wintrust Financial seller in Q4 2024 was Victory Capital Management, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2024.