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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
QCM
76
Quantinno Capital Management
New York
$16M +$4.24M +32,118 +36%
Lazard Asset Management
77
Lazard Asset Management
New York
$15.9M -$150K -1,135 -0.9%
NIP
78
Nicholas Investment Partners
California
$14.7M +$301K +2,280 +2%
CRC
79
Curi RMB Capital
Illinois
$14.6M +$1.65M +12,473 +13%
SAM
80
Silvercrest Asset Management
New York
$14.6M -$233K -1,761 -2%
Adage Capital Partners
81
Adage Capital Partners
Massachusetts
$14.5M -$1.56M -11,800 -10%
ZIM
82
Zacks Investment Management
Illinois
$14.4M +$936K +7,087 +7%
AQR Capital Management
83
AQR Capital Management
Connecticut
$14.3M +$3.14M +23,809 +28%
PAMP
84
Polar Asset Management Partners
Ontario, Canada
$14.1M +$14.1M +106,415 New
CVA
85
Ceredex Value Advisors
Florida
$13.6M -$3.74M -28,350 -22%
Ameriprise
86
Ameriprise
Minnesota
$13.2M +$1.04M +7,877 +9%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$12.8M +$864K +6,545 +7%
CAM
88
Congress Asset Management
Massachusetts
$12M -$38.3K -290 -0.3%
MOACM
89
Mutual of America Capital Management
New York
$11.8M -$1.22M -9,265 -9%
ACA
90
Aptus Capital Advisors
Alabama
$11.5M +$1.51M +11,420 +15%
SCM
91
Sterling Capital Management
North Carolina
$11M +$484K +3,668 +5%
Retirement Systems of Alabama
92
Retirement Systems of Alabama
Alabama
$10.7M -$113K -853 -1%
LPL Financial
93
LPL Financial
California
$10.6M +$2.73M +20,694 +35%
SO
94
STRS Ohio
Ohio
$10.5M -$3.49M -26,415 -25%
AIM
95
AXA Investment Managers
France
$9.82M +$9.79M +74,168 New
Rafferty Asset Management
96
Rafferty Asset Management
New York
$9.58M +$397K +3,010 +4%
Qube Research & Technologies (QRT)
97
Qube Research & Technologies (QRT)
United Kingdom
$8.75M +$8.39M +63,554 +2,523%
Ohio Public Employees Retirement System (OPERS)
98
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.4M -$397K -3,008 -5%
California State Teachers Retirement System (CalSTRS)
99
California State Teachers Retirement System (CalSTRS)
California
$8.34M +$196K +1,488 +2%
Comerica Bank
100
Comerica Bank
Texas
$8.33M +$265K +2,004 +3%

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.