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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
Adage Capital Partners
76
Adage Capital Partners
Massachusetts
$15M +$13.9M +121,000 New
California Public Employees Retirement System
77
California Public Employees Retirement System
California
$14.8M +$66.3K +578 +0.5%
ECM
78
ExodusPoint Capital Management
New York
$14M +$9.84M +85,831 +321%
VF
79
Vest Financial
Virginia
$13.9M +$1.26M +11,008 +11%
SAM
80
Silvercrest Asset Management
New York
$13.8M +$809K +7,055 +7%
NIP
81
Nicholas Investment Partners
California
$13.4M -$601K -5,242 -5%
SO
82
STRS Ohio
Ohio
$13.1M +$107K +930 +0.9%
ZIM
83
Zacks Investment Management
Illinois
$12.6M -$86.8K -757 -0.7%
MOACM
84
Mutual of America Capital Management
New York
$12.2M +$197K +1,718 +2%
CRC
85
Curi RMB Capital
Illinois
$12.1M +$2.82M +24,571 +34%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$12.1M -$5.47M -47,688 -33%
HCA
87
Harbor Capital Advisors
Illinois
$11.9M +$698K +6,088 +7%
Ameriprise
88
Ameriprise
Minnesota
$11.4M +$233K +2,035 +2%
CAM
89
Congress Asset Management
Massachusetts
$11.3M -$347K -3,028 -3%
New York State Teachers Retirement System (NYSTRS)
90
New York State Teachers Retirement System (NYSTRS)
New York
$11.2M
QCM
91
Quantinno Capital Management
New York
$11M +$3.65M +31,806 +56%
Verition Fund Management
92
Verition Fund Management
Connecticut
$10.8M -$44K -384 -0.4%
AQR Capital Management
93
AQR Capital Management
Connecticut
$10.4M +$458K +3,993 +5%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$10.1M +$99.8K +870 +1%
MCM
95
Maltese Capital Management
New York
$9.92M -$3.38M -29,500 -27%
SCM
96
Sterling Capital Management
North Carolina
$9.81M +$445K +3,876 +5%
ACA
97
Aptus Capital Advisors
Alabama
$9.35M +$754K +6,577 +10%
Axa
98
Axa
France
$9.2M +$8.51M +74,168 New
Balyasny Asset Management
99
Balyasny Asset Management
Illinois
$9.15M +$239K +2,082 +3%
Rafferty Asset Management
100
Rafferty Asset Management
New York
$8.59M -$713K -6,215 -8%

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.