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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
Fuller & Thaler Asset Management
26
Fuller & Thaler Asset Management
California
$81.1M -$21.9M -191,110 -23%
Federated Hermes
27
Federated Hermes
Pennsylvania
$74.1M -$19.7M -171,755 -22%
American Century Companies
28
American Century Companies
Missouri
$69.8M -$1.33M -11,563 -2%
Morgan Stanley
29
Morgan Stanley
New York
$69.5M +$6.35M +55,359 +11%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$67.5M -$2.61M -22,759 -4%
GKIM
31
GW&K Investment Management
Massachusetts
$64.3M +$733K +6,393 +1%
FCM
32
Frontier Capital Management
Massachusetts
$64M -$2.83M -24,714 -5%
Aberdeen Group
33
Aberdeen Group
United Kingdom
$60.5M +$3.94M +34,327 +8%
Fisher Asset Management
34
Fisher Asset Management
Washington
$59.2M +$1.85M +16,150 +3%
CCMG
35
Clark Capital Management Group
Pennsylvania
$55.9M +$45.9M +399,760 +786%
Westfield Capital Management
36
Westfield Capital Management
Massachusetts
$54.7M +$2.91M +25,360 +6%
Fiera Capital (Canada)
37
Fiera Capital (Canada)
Quebec, Canada
$51M -$623K -5,432 -1%
PFM
38
Premier Fund Managers
United Kingdom
$49.9M -$189K -1,648 -0.4%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$48.8M +$5.04M +43,972 +13%
VLKIM
40
Van Lanschot Kempen Investment Management
Netherlands
$48.4M -$20.5M -178,713 -31%
Fidelity International
41
Fidelity International
Bermuda
$45.4M +$4.22M +36,775 +11%
Raymond James Financial
42
Raymond James Financial
Florida
$44.4M -$2.2M -19,178 -5%
ACL
43
Azora Capital LP
Florida
$44.1M +$40.8M +355,585 New
New York State Common Retirement Fund
44
New York State Common Retirement Fund
New York
$41.8M
Boston Partners
45
Boston Partners
Massachusetts
$39.3M -$5.84M -50,946 -14%
GACM
46
Global Alpha Capital Management
Quebec, Canada
$38.1M +$1.54M +13,400 +5%
FGP
47
Freestone Grove Partners
California
$35.4M
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$34.6M -$595K -5,187 -2%
Goldman Sachs
49
Goldman Sachs
New York
$34.4M +$18.4M +160,507 +138%
GIP
50
Granite Investment Partners
California
$34M -$2.77M -24,137 -8%

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.