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Wintrust Financial

442 hedge funds and large institutions have $7.88B invested in Wintrust Financial in 2024 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 138 increasing their positions, 147 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

82% more first-time investments, than exits

New positions opened: 69 | Existing positions closed: 38

20% more capital invested

Capital invested by funds: $6.6B → $7.88B (+$1.29B)

13% more funds holding in top 10

Funds holding in top 10: 89 (+1)

6% more funds holding

Funds holding: 416442 (+26)

3.48% more ownership

Funds ownership: 91.6%95.08% (+3.5%)

6% less repeat investments, than reductions

Existing positions increased: 138 | Existing positions reduced: 147

Holders
442
Holders Change
+26
Holders Change %
+6.25%
% of All Funds
5.82%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.12%
New
69
Increased
138
Reduced
147
Closed
38
Calls
$10.2M
Puts
Net Calls
+$10.2M
Net Calls Change
+$7.58M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
51
Envestnet Asset Management
Illinois
$30.5M +$3.36M +27,202 +13%
KCM
52
Kennedy Capital Management
Missouri
$26.3M -$11M -89,034 -30%
Royal Bank of Canada
53
Royal Bank of Canada
Ontario, Canada
$25.9M -$9.26K -75 -0%
WHG
54
Westwood Holdings Group
Texas
$25.1M -$6.38M -51,642 -20%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$24.2M -$1.03M -8,316 -4%
Loomis, Sayles & Company
56
Loomis, Sayles & Company
Massachusetts
$23.9M
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$23.7M -$224K -1,816 -0.9%
GT
58
Glenmede Trust
Pennsylvania
$22.6M -$234K -1,893 -1%
BNP Paribas Asset Management
59
BNP Paribas Asset Management
France
$21.6M +$4.15M +33,624 +24%
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$21.5M -$5.99M -48,510 -22%
UBS AM
61
UBS AM
Illinois
$20.9M +$3.45M +27,892 +20%
SCA
62
Stieven Capital Advisors
Missouri
$19.6M -$1.14M -9,200 -6%
State of Wisconsin Investment Board
63
State of Wisconsin Investment Board
Wisconsin
$18.2M -$1.67M -13,531 -8%
Wells Fargo
64
Wells Fargo
California
$18.2M -$32.6K -264 -0.2%
Canada Life
65
Canada Life
Manitoba, Canada
$17.9M +$10.2M +82,918 +137%
Swiss National Bank
66
Swiss National Bank
Switzerland
$16.3M +$111K +900 +0.7%
Legal & General Group
67
Legal & General Group
United Kingdom
$16.1M +$46K +372 +0.3%
PFC
68
Phocas Financial Corp
California
$16M -$144K -1,167 -0.9%
Holocene Advisors
69
Holocene Advisors
New York
$15.8M +$9.59M +77,664 +158%
Goldman Sachs
70
Goldman Sachs
New York
$15.8M +$3.43M +27,766 +28%
Lazard Asset Management
71
Lazard Asset Management
New York
$15.4M -$5.14M -41,583 -25%
California Public Employees Retirement System
72
California Public Employees Retirement System
California
$15M -$608K -4,921 -4%
LN
73
Lightrock Netherlands
Netherlands
$15M +$14.8M +119,443 New
CVA
74
Ceredex Value Advisors
Florida
$14.8M -$2.32M -18,780 -14%
Citigroup
75
Citigroup
New York
$14.2M +$6.15M +49,779 +78%

WTFC Hedge Fund Activity: Q4 2024 in Review

442 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2024, worth a combined $7.88B — up 20% from $6.6B a quarter earlier.

Buyers outnumbered sellers: 69 funds opened new WTFC positions and 38 closed out — a net gain of 31 holders — while 138 added to existing stakes and 147 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $162M. The largest seller was Victory Capital Management, cutting an estimated $49.1M.

  • 442 institutional investors held Wintrust Financial (WTFC) as of Q4 2024, up from 416 in Q3 2024.
  • Funds reported $7.88B of Wintrust Financial stock for Q4 2024, up 20% quarter-over-quarter.
  • 69 funds opened new Wintrust Financial positions in Q4 2024 and 38 closed out, a net change of +31 holders.
  • The largest Wintrust Financial buyer in Q4 2024 was EARNEST Partners, an estimated $162M added.
  • The largest Wintrust Financial seller in Q4 2024 was Victory Capital Management, an estimated $49.1M sold.

Based on aggregated 13F filings for Q4 2024.