Wintrust Financial
WTFC
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.
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: 9 → 10 (+1)
11% more capital invested
Capital invested by funds: $7.26B → $8.03B (+$770M)
4% more funds holding
Funds holding: 452 → 470 (+18)
0.02% more ownership
Funds ownership: 96.76% → 96.78% (+0.02%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$50M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$45.9M |
| 3 |
ACL
Azora Capital LP
Miami,
Florida
|
+$40.8M |
| 4 |
Goldman Sachs
New York
|
+$18.4M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
+$17.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$33.2M |
| 2 |
Capital International Investors
Los Angeles,
California
|
-$25.5M |
| 3 |
Fuller & Thaler Asset Management
San Mateo,
California
|
-$21.9M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$20.8M |
| 5 |
VLKIM
Van Lanschot Kempen Investment Management
Amsterdam,
Netherlands
|
-$20.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HCP
501
Hexagon Capital Partners
Rogers,
Arkansas
| – | -$11.7K | -104 | Closed |
|
|
MG
502
Mather Group
Chicago,
Illinois
| – | -$8.44K | -75 | Closed |
|
|
CA
503
Continuum Advisory
Eagle,
Idaho
| – | -$4.5K | -40 | Closed |
|
|
WT
504
Washington Trust
Westerly,
Rhode Island
| – | -$4.16K | -37 | Closed |
|
|
CTWM
505
Cherry Tree Wealth Management
Minnetonka,
Minnesota
| – | -$2.02K | -18 | Closed |
|
|
GFPC
506
Global Financial Private Client
Sarasota,
Florida
| – | -$1.57K | -14 | Closed |
|
|
PWA
507
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$1.46K | -13 | Closed |
|
|
AWM
508
Activest Wealth Management
Aventure,
Florida
| – | -$1.03K | -9 | Closed |
|
509
Amundi
Paris,
France
| – | -$699 | -7 | Closed |
|
|
BTD
510
BankPlus Trust Department
Jackson,
Mississippi
| – | -$787 | -7 | Closed |
|
|
ACA
511
American Capital Advisory
Ketchum,
Idaho
| – | -$675 | -6 | Closed |
|
|
CFO
512
CVA Family Office
Denver,
Colorado
| – | -$450 | -4 | Closed |
|
|
GP
513
Greenline Partners
New York
| – | -$225 | -2 | Closed |
|
|
MAS
514
MPWM Advisory Solutions
Alpharetta,
Georgia
| – | -$225 | -2 | 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.