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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
PWA
501
Providence Wealth Advisors
Illinois
-$201K -1,624 Closed
GM
502
GeoWealth Management
Illinois
-$109K -883 Closed
BIG
503
Brooklyn Investment Group
New York
-$102K -822 Closed
SC
504
Steph & Co
Wisconsin
-$80K -645 Closed
BC
505
Bayforest Capital
United Kingdom
-$63.2K -510 Closed
OWA
506
Opal Wealth Advisors
New York
-$39.4K -318 Closed
KHC
507
Koesten Hirschmann & Crabtree
Kansas
-$34.7K -280 Closed
GWM
508
Geneos Wealth Management
Colorado
-$26.5K -214 Closed
AWM
509
Atticus Wealth Management
Florida
-$17K -137 Closed
WSFS
510
Wilmington Savings Fund Society
Delaware
-$8.55K -69 Closed
AAS
511
Ameritas Advisory Services
Nebraska
-$7.32K -59 Closed
TPWA
512
Twin Peaks Wealth Advisors
California
-$7.51K -59 Closed
MSFP
513
Mark Sheptoff Financial Planning
Connecticut
-$5.46K -44 Closed
NC
514
NewSquare Capital
Pennsylvania
-$5.46K -44 Closed
RAM
515
Riggs Asset Management
Pennsylvania
-$5.46K -44 Closed
BCWM
516
Bartlett & Co Wealth Management
Ohio
-$2.98K -24 Closed
Simplex Trading
517
Simplex Trading
Illinois
-$2K -18 Closed
SO
518
Sierra Ocean
California
-$1.61K -13 Closed
AT
519
Arlington Trust
Alabama
-$620 -5 Closed
CIAS
520
CBIZ Investment Advisory Services
Ohio
-$124 -1 Closed
SC
521
Stephens Consulting
Michigan
-$124 -1 Closed

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.