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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
WWM
426
Wolff Wiese Magana
California
$5.95K
HNW
427
High Note Wealth
Minnesota
$5.7K
TWD
428
True Wealth Design
Ohio
$5.58K +$2.52K +22 +96%
RAM
429
Riggs Asset Management
Pennsylvania
$5.46K +$5.05K +44 New
NEWAS
430
N.E.W. Advisory Services
Wisconsin
$5.46K
NC
431
NewSquare Capital
Pennsylvania
$5.46K +$344 +3 +7%
MSFP
432
Mark Sheptoff Financial Planning
Connecticut
$5.46K +$5.05K +44 New
SC
433
SouthState Corp
Florida
$5.33K -$803 -7 -14%
S
434
Sachetta
Massachusetts
$4.59K +$1.49K +13 +54%
RWS
435
Retirement Wealth Solutions
Wisconsin
$4.22K
HWP
436
Highline Wealth Partners
California
$4.09K
AW
437
Avion Wealth
Texas
$4K +$2.41K +21 +140%
MHR
438
Matthew Hamilton Rosenberg
$3.84K
CIA
439
Cape Investment Advisory
Georgia
$3.72K +$3.44K +30 New
FFO
440
Fortitude Family Office
Arizona
$3.47K +$3.21K +28 New
BCWM
441
Bartlett & Co Wealth Management
Ohio
$2.98K +$2.75K +24 New
PA
442
Pineridge Advisors
Missouri
$2.88K
CFB
443
Cullen/Frost Bankers
Texas
$2.78K -$115 -1 -4%
GEA
444
Glen Eagle Advisors
New Jersey
$2.75K
BWL
445
Bogart Wealth LLC
Virginia
$2.73K +$573 +5 +29%
LFG
446
Larson Financial Group
Missouri
$2.11K +$115 +1 +6%
Simplex Trading
447
Simplex Trading
Illinois
$2K +$2.06K +18 New
HFS
448
Hughes Financial Services
Virginia
$1.88K +$115 +1 +7%
DPW
449
DiNuzzo Private Wealth
Pennsylvania
$1.74K -$229 -2 -13%
SO
450
Sierra Ocean
California
$1.61K

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.