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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
Verition Fund Management
51
Verition Fund Management
Connecticut
$31.5M +$19.9M +150,768 +172%
LI
52
Leeward Investments
Massachusetts
$30.7M -$685K -5,190 -2%
KCM
53
Kennedy Capital Management
Missouri
$29.1M -$2.93M -22,171 -9%
WHG
54
Westwood Holdings Group
Texas
$28.7M -$1.09M -8,226 -4%
Allspring Global Investments
55
Allspring Global Investments
North Carolina
$26.4M +$1.16M +8,758 +5%
RhumbLine Advisers
56
RhumbLine Advisers
Massachusetts
$26.1M +$913K +6,915 +4%
Royal Bank of Canada
57
Royal Bank of Canada
Ontario, Canada
$25.3M +$1.14M +8,635 +5%
GIP
58
Granite Investment Partners
California
$25.3M -$11M -83,015 -30%
Natixis Advisors
59
Natixis Advisors
Massachusetts
$24.2M +$2.49M +18,874 +12%
BNP Paribas Asset Management
60
BNP Paribas Asset Management
France
$23.7M +$906K +6,862 +4%
Barclays
61
Barclays
United Kingdom
$22M +$2.6M +19,688 +13%
Holocene Advisors
62
Holocene Advisors
New York
$21.3M +$16M +121,474 +310%
Loomis, Sayles & Company
63
Loomis, Sayles & Company
Massachusetts
$20.9M -$3.51M -26,607 -14%
UBS AM
64
UBS AM
Illinois
$20.4M -$12.5M -94,957 -38%
ACL
65
Azora Capital LP
Florida
$20.2M -$26.8M -202,848 -57%
LN
66
Lightrock Netherlands
Netherlands
$20M -$2.16M -16,350 -8%
Wells Fargo
67
Wells Fargo
California
$18.9M -$476K -3,605 -2%
CT
68
Chicago Trust
Illinois
$17.8M -$431K -3,267 -2%
SCA
69
Stieven Capital Advisors
Missouri
$17.8M -$4.49M -33,977 -20%
State of Wisconsin Investment Board
70
State of Wisconsin Investment Board
Wisconsin
$17.6M +$132 +1 +0%
Swiss National Bank
71
Swiss National Bank
Switzerland
$17.2M +$251K +1,900 +1%
Legal & General Group
72
Legal & General Group
United Kingdom
$16.6M -$873K -6,613 -5%
California Public Employees Retirement System
73
California Public Employees Retirement System
California
$16.4M +$642K +4,861 +4%
PFC
74
Phocas Financial Corp
California
$16.4M +$333K +2,521 +2%
VF
75
Vest Financial
Virginia
$16.4M +$1.49M +11,273 +10%

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.