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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
American Century Companies
26
American Century Companies
Missouri
$80.4M -$261K -2,117 -0.3%
Bank of New York Mellon
27
Bank of New York Mellon
New York
$73.1M -$8.22M -66,553 -10%
RP
28
Reinhart Partners
Wisconsin
$72.9M -$24.3M -196,804 -25%
FCM
29
Frontier Capital Management
Massachusetts
$68.3M -$443K -3,587 -0.7%
Boston Partners
30
Boston Partners
Massachusetts
$66.5M -$10.1M -81,412 -13%
Jennison Associates
31
Jennison Associates
New York
$65.7M -$1.16M -9,430 -2%
GKIM
32
GW&K Investment Management
Massachusetts
$64.1M +$605K +4,899 +1%
N
33
Nuveen
North Carolina
$59M -$2.96M -23,931 -5%
Morgan Stanley
34
Morgan Stanley
New York
$58.6M +$532K +4,304 +0.9%
Fiera Capital (Canada)
35
Fiera Capital (Canada)
Quebec, Canada
$52.4M -$1.15M -9,304 -2%
Alyeska Investment Group
36
Alyeska Investment Group
Illinois
$51.8M +$51.3M +414,991 New
Fisher Asset Management
37
Fisher Asset Management
Washington
$50.7M -$3.75M -30,336 -7%
PFM
38
Premier Fund Managers
United Kingdom
$50.4M +$575K +4,653 +1%
Massachusetts Financial Services
39
Massachusetts Financial Services
Massachusetts
$47.7M -$6M -48,537 -11%
Aberdeen Group
40
Aberdeen Group
United Kingdom
$47.3M +$8.04M +65,092 +21%
New York State Common Retirement Fund
41
New York State Common Retirement Fund
New York
$43.7M -$842K -6,819 -2%
Westfield Capital Management
42
Westfield Capital Management
Massachusetts
$40.6M +$10.9M +88,184 +37%
Raymond James Financial
43
Raymond James Financial
Florida
$40.6M +$40.2M +325,251 New
Fidelity International
44
Fidelity International
Bermuda
$40.2M +$1.29M +10,414 +3%
GACM
45
Global Alpha Capital Management
Quebec, Canada
$37M -$7.93M -64,220 -18%
FGP
46
Freestone Grove Partners
California
$35.7M +$35.3M +285,878 New
Lord, Abbett & Co
47
Lord, Abbett & Co
New Jersey
$35.4M -$284K -2,301 -0.8%
GIP
48
Granite Investment Partners
California
$35.2M -$747K -6,048 -2%
LI
49
Leeward Investments
Massachusetts
$32M -$2.36M -19,108 -7%
UBS Group
50
UBS Group
Switzerland
$30.7M +$21.5M +174,025 +242%

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.