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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
RWM
451
Rialto Wealth Management
New York
$1.24K +$1.15K +10 New
SIC
452
SJS Investment Consulting
Ohio
$1.12K -$688 -6 -40%
EP
453
Essential Partners
California
$1.12K +$1.03K +9 New
BGAI
454
Bruce G. Allen Investments
Colorado
$992 -$115 -1 -11%
RF
455
Rossby Financial
Florida
$992 +$115 +1 +14%
PWA
456
Principia Wealth Advisory
Texas
$868 +$459 +4 +133%
CH
457
Cromwell Holdings
Wyoming
$744 +$688 +6 New
BFS
458
Bare Financial Services
Pennsylvania
$620
SS
459
SBI Securities
Japan
$620
HIA
460
HFM Investment Advisors
New Jersey
$620 +$344 +3 +150%
AT
461
Arlington Trust
Alabama
$620 +$573 +5 New
IAS
462
IMA Advisory Services
Colorado
$496 +$459 +4 New
BHWM
463
Bay Harbor Wealth Management
Maryland
$495 +$229 +2 +100%
RJA
464
Ross\Johnson & Associates
Minnesota
$372
PWM
465
Parkworth Wealth Management
California
$248
AF
466
Advisornet Financial
Minnesota
$124 -$573 -5 -83%
TFM
467
TFC Financial Management
Massachusetts
$124
CIAS
468
CBIZ Investment Advisory Services
Ohio
$124 +$115 +1 New
SC
469
Stephens Consulting
Michigan
$124 +$115 +1 New
TIM
470
Tortoise Investment Management
New York
$124 +$115 +1 New
Massachusetts Financial Services
471
Massachusetts Financial Services
Massachusetts
-$33.2M -295,380 Closed
CF
472
Corebridge Financial
Texas
-$8.26M -73,436 Closed
AIMCA
473
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
-$4.85M -43,096 Closed
Point72 Asset Management
474
Point72 Asset Management
Connecticut
-$4.47M -39,704 Closed
APF
475
Alaska Permanent Fund
Alaska
-$3.11M -27,997 Closed

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.