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Wintrust Financial

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.

New
Increased
Maintained
Reduced
Closed

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: 910 (+1)

11% more capital invested

Capital invested by funds: $7.26B → $8.03B (+$770M)

4% more funds holding

Funds holding: 452470 (+18)

0.02% more ownership

Funds ownership: 96.76%96.78% (+0.02%)

Holders
470
Holders Change
+18
Holders Change %
+3.98%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
183
Reduced
156
Closed
44
Calls
$2.06M
Puts
Net Calls
+$2.06M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
UBS AM
51
UBS AM
Illinois
$30.9M +$8.01M +69,838 +39%
N
52
Nuveen
North Carolina
$30.2M -$20.8M -181,534 -43%
KCM
53
Kennedy Capital Management
Missouri
$30M +$1.65M +14,379 +6%
UBS Group
54
UBS Group
Switzerland
$29.8M -$11.6M -101,183 -30%
LI
55
Leeward Investments
Massachusetts
$29.3M -$982K -8,566 -3%
WHG
56
Westwood Holdings Group
Texas
$27.9M +$2.79M +24,305 +12%
Allspring Global Investments
57
Allspring Global Investments
North Carolina
$24.5M +$1.01M +8,794 +5%
RhumbLine Advisers
58
RhumbLine Advisers
Massachusetts
$23.5M -$19.2K -167 -0.1%
Loomis, Sayles & Company
59
Loomis, Sayles & Company
Massachusetts
$22.9M +$221K +1,926 +1%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$22.6M +$667K +5,814 +3%
BNP Paribas Asset Management
61
BNP Paribas Asset Management
France
$21.3M -$2.37M -20,628 -11%
SCA
62
Stieven Capital Advisors
Missouri
$20.9M +$1.56M +13,600 +9%
LN
63
Lightrock Netherlands
Netherlands
$20.5M +$57.3K +500 +0.3%
Natixis Advisors
64
Natixis Advisors
Massachusetts
$20.3M +$8.13M +70,900 +76%
Wells Fargo
65
Wells Fargo
California
$18.1M -$413K -3,600 -2%
Barclays
66
Barclays
United Kingdom
$18.1M -$2.08M -18,092 -11%
CT
67
Chicago Trust
Illinois
$17.1M +$13.5M +117,768 +592%
Alyeska Investment Group
68
Alyeska Investment Group
Illinois
$16.8M -$16M -139,677 -51%
State of Wisconsin Investment Board
69
State of Wisconsin Investment Board
Wisconsin
$16.5M -$604K -5,264 -4%
Citigroup
70
Citigroup
New York
$16.4M +$8.25M +71,916 +119%
Legal & General Group
71
Legal & General Group
United Kingdom
$16.3M +$13.9K +121 +0.1%
CVA
72
Ceredex Value Advisors
Florida
$16.3M +$1.78M +15,488 +13%
Swiss National Bank
73
Swiss National Bank
Switzerland
$15.8M -$126K -1,100 -0.9%
PFC
74
Phocas Financial Corp
California
$15M +$2.06K +18 +0%
Lazard Asset Management
75
Lazard Asset Management
New York
$15M -$185K -1,617 -1%

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.