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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
Barclays
76
Barclays
United Kingdom
$14M +$3.73M +30,213 +37%
MAP
77
Moody Aldrich Partners
Massachusetts
$13.9M -$395K -3,196 -3%
SO
78
STRS Ohio
Ohio
$13.4M +$110K +892 +0.8%
SAM
79
Silvercrest Asset Management
New York
$12.7M +$2.2M +17,805 +21%
AQR Capital Management
80
AQR Capital Management
Connecticut
$12.4M +$1.45M +11,700 +13%
ZIM
81
Zacks Investment Management
Illinois
$12.4M -$2.4M -19,418 -16%
MOACM
82
Mutual of America Capital Management
New York
$12.2M -$1.2M -9,698 -9%
NIP
83
Nicholas Investment Partners
California
$11.8M +$401K +3,248 +4%
CAM
84
Congress Asset Management
Massachusetts
$11.8M +$545K +4,410 +5%
Millennium Management
85
Millennium Management
New York
$11.6M -$24.9M -201,930 -68%
New York State Teachers Retirement System (NYSTRS)
86
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M -$95.7K -775 -0.9%
Ameriprise
87
Ameriprise
Minnesota
$11.1M -$825K -6,675 -7%
MPI
88
Mairs & Power Inc
Minnesota
$10.7M -$4.94K -40 -0%
Retirement Systems of Alabama
89
Retirement Systems of Alabama
Alabama
$10.1M +$8.28K +67 +0.1%
SCM
90
Sterling Capital Management
North Carolina
$9.94M +$247K +2,000 +3%
Rafferty Asset Management
91
Rafferty Asset Management
New York
$9.71M -$409K -3,314 -4%
HCA
92
Harbor Capital Advisors
Illinois
$9.65M -$446K -3,613 -4%
CF
93
Corebridge Financial
Texas
$9.38M -$420K -3,401 -4%
MCM
94
Maltese Capital Management
New York
$8.74M -$11.5M -93,500 -57%
KTA
95
Keeley-Teton Advisors
Illinois
$8.59M -$380K -3,080 -4%
Allianz Asset Management
96
Allianz Asset Management
Germany
$8.28M +$1.23M +9,968 +18%
Neuberger Berman Group
97
Neuberger Berman Group
New York
$8.2M +$2.32M +18,769 +40%
Verition Fund Management
98
Verition Fund Management
Connecticut
$7.98M +$7.9M +63,987 New
CCMG
99
Clark Capital Management Group
Pennsylvania
$7.88M +$1.97M +15,930 +34%
California State Teachers Retirement System (CalSTRS)
100
California State Teachers Retirement System (CalSTRS)
California
$7.74M -$86.3K -699 -1%

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.