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Wintrust Financial

476 hedge funds and large institutions have $8.44B invested in Wintrust Financial in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 45

5% more capital invested

Capital invested by funds: $8.03B → $8.44B (+$414M)

1% more funds holding

Funds holding: 469476 (+7)

5% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 163

1.49% less ownership

Funds ownership: 96.78%95.28% (-1.5%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
476
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
6.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
56
Increased
171
Reduced
163
Closed
45
Calls
$2.42M
Puts
Net Calls
+$2.42M
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
RP
26
Reinhart Partners
Wisconsin
$81M -$18.5M -140,155 -19%
Federated Hermes
27
Federated Hermes
Pennsylvania
$77.5M -$1.68M -12,705 -2%
CCMG
28
Clark Capital Management Group
Pennsylvania
$75.9M +$16.1M +122,221 +27%
Fidelity International
29
Fidelity International
Bermuda
$74.7M +$26.1M +197,971 +54%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$72.1M -$38.8K -294 -0.1%
FCM
31
Frontier Capital Management
Massachusetts
$71.6M +$3.23M +24,427 +5%
American Century Companies
32
American Century Companies
Missouri
$71.1M -$3.42M -25,887 -5%
Thrivent Financial for Lutherans
33
Thrivent Financial for Lutherans
Minnesota
$67.1M +$54M +408,925 +418%
GKIM
34
GW&K Investment Management
Massachusetts
$65.8M -$2.89M -21,879 -4%
Aberdeen Group
35
Aberdeen Group
United Kingdom
$65.7M +$1.06M +8,026 +2%
Morgan Stanley
36
Morgan Stanley
New York
$64.2M -$10.1M -76,119 -14%
VLKIM
37
Van Lanschot Kempen Investment Management
Netherlands
$62.4M +$10.7M +80,989 +21%
Fisher Asset Management
38
Fisher Asset Management
Washington
$61.5M -$1.72M -13,052 -3%
Westfield Capital Management
39
Westfield Capital Management
Massachusetts
$60.5M +$2.13M +16,106 +4%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$53.7M +$1.54M +11,644 +3%
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$53.3M -$1.17M -8,828 -2%
PFM
42
Premier Fund Managers
United Kingdom
$49.7M -$3.85M -29,128 -7%
Goldman Sachs
43
Goldman Sachs
New York
$49.5M +$12.8M +96,895 +35%
Raymond James Financial
44
Raymond James Financial
Florida
$45M -$2.45M -18,582 -5%
New York State Common Retirement Fund
45
New York State Common Retirement Fund
New York
$44.7M +$106K +800 +0.2%
Boston Partners
46
Boston Partners
Massachusetts
$37.8M -$4.01M -30,348 -10%
UBS Group
47
UBS Group
Switzerland
$36M +$4.15M +31,457 +13%
Lord, Abbett & Co
48
Lord, Abbett & Co
New Jersey
$35.2M -$1.8M -13,646 -5%
N
49
Nuveen
North Carolina
$34M +$1.82M +13,810 +6%
GACM
50
Global Alpha Capital Management
Quebec, Canada
$33.5M -$7.15M -54,110 -18%

WTFC Hedge Fund Activity: Q3 2025 in Review

476 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2025, worth a combined $8.44B — up 5.2% from $8.03B a quarter earlier.

Buyers outnumbered sellers: 56 funds opened new WTFC positions and 45 closed out — a net gain of 11 holders — while 171 added to existing stakes and 163 trimmed.

The largest buyer was Wellington Management Group, opening a new position worth an estimated $89.9M. The largest seller was Fidelity Investments, cutting an estimated $67.8M.

  • 476 institutional investors held Wintrust Financial (WTFC) as of Q3 2025, up from 469 in Q2 2025.
  • Funds reported $8.44B of Wintrust Financial stock for Q3 2025, up 5.2% quarter-over-quarter.
  • 56 funds opened new Wintrust Financial positions in Q3 2025 and 45 closed out, a net change of +11 holders.
  • The largest Wintrust Financial buyer in Q3 2025 was Wellington Management Group, an estimated $89.9M added.
  • The largest Wintrust Financial seller in Q3 2025 was Fidelity Investments, an estimated $67.8M sold.

Based on aggregated 13F filings for Q3 2025.