WTFC icon

Wintrust Financial
WTFC

Overview Fund Activity

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M

Top Buyers

1
First Trust Advisors
First Trust Advisors
Illinois
$225M
2
Millennium Management
Millennium Management
New York
$66.9M
3
Jennison Associates
Jennison Associates
New York
$90.8M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$590M
5
Bank of America
Bank of America
North Carolina
$120M

Top Sellers

1
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management
California
$95M
2
Capital International Investors
Capital International Investors
California
$179M
3
AllianceBernstein
AllianceBernstein
Tennessee
$96.9M
4
GT
Glenmede Trust
Pennsylvania
$1.48M
5
Boston Partners
Boston Partners
Massachusetts
$40.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
476
Stratos Wealth Partners
Ohio
– -$213K -1,709 Closed
PA
477
PFG Advisors
Arizona
– -$211K -1,694 Closed
WANY
478
Wealthspire Advisors (New York)
New York
– -$206K -1,648 Closed
PWP
479
Phillips Wealth Planners
Mississippi
– -$205K -1,645 Closed
MYAM
480
Meiji Yasuda Asset Management
Japan
– -$202K -1,623 Closed
CFGS
481
Concourse Financial Group Securities
Alabama
– -$166K -1,242 Closed
IWA
482
Icon Wealth Advisors
Texas
– -$110K -880 Closed
AWM
483
Avior Wealth Management
Nebraska
– -$63.5K -509 Closed
GM
484
GeoWealth Management
Illinois
– -$61.5K -493 Closed
EBA
485
Eagle Bay Advisors
New York
– -$10.9K -87 Closed
CAS
486
Coppell Advisory Solutions
Texas
– -$10.5K -84 Closed
KIM
487
Kestra Investment Management
Texas
– -$10.1K -81 Closed
AT
488
Avalon Trust
New Mexico
– -$4.24K -34 Closed
PSFG
489
Park Square Financial Group
Georgia
– -$3.37K -27 Closed
CAM
490
Creekmur Asset Management
Illinois
– -$2.49K -20 Closed
CWP
491
Concord Wealth Partners
Virginia
– -$1.5K -12 Closed
FFO
492
Fortitude Family Office
Arizona
– -$1.12K -9 Closed
RTC
493
Riverview Trust Company
Washington
– -$1.12K -9 Closed
KBFS
494
Kohmann Bosshard Financial Services
Ohio
– -$499 -4 Closed
CTB
495
Country Trust Bank
Illinois
– -$249 -2 Closed
TCA
496
Trifecta Capital Advisors
Illinois
– -$125 -1 Closed
16 17 18 19
20