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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 %
HFS
426
Hughes Financial Services
Virginia
$1.57K +$1.57K +14 New
PWA
427
Provenance Wealth Advisors
Florida
$1.46K – – –
SO
428
Sierra Ocean
California
$1.46K – – –
BGAI
429
Bruce G. Allen Investments
Colorado
$1.01K -$337 -3 -25%
AWM
430
Activest Wealth Management
Florida
$1.01K +$1.01K +9 New
AW
431
Avion Wealth
Texas
$1K – – –
BTD
432
BankPlus Trust Department
Mississippi
$787 – – –
RF
433
Rossby Financial
Florida
$776 +$776 +7 New
Amundi
434
Amundi
France
$699 -$1.3M -12,993 -100%
AF
435
Advisornet Financial
Minnesota
$675 +$225 +2 +50%
ACA
436
American Capital Advisory
Idaho
$675 +$675 +6 New
SS
437
SBI Securities
Japan
$562 -$112 -1 -17%
BFS
438
Bare Financial Services
Pennsylvania
$562 +$562 +5 New
CFO
439
CVA Family Office
Colorado
$450 +$450 +4 New
RJA
440
Ross\Johnson & Associates
Minnesota
$337 +$337 +3 New
PWA
441
Principia Wealth Advisory
Texas
$312 +$312 +3 New
PWM
442
Parkworth Wealth Management
California
$225 – – –
MAS
443
MPWM Advisory Solutions
Georgia
$225 – – –
HIA
444
HFM Investment Advisors
New Jersey
$225 +$225 +2 New
GP
445
Greenline Partners
New York
$225 +$225 +2 New
BHWM
446
Bay Harbor Wealth Management
Maryland
$224 +$224 +2 New
TFM
447
TFC Financial Management
Massachusetts
$113 – – –
Norges Bank
448
Norges Bank
Norway
– -$94.9M -761,016 Closed
HSBC Holdings
449
HSBC Holdings
United Kingdom
– -$4M -32,062 Closed
Pacer Advisors
450
Pacer Advisors
Pennsylvania
– -$1.24M -9,910 Closed
16 17
18
19 20