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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
ACA
101
Aptus Capital Advisors
Alabama
$7.62M +$7.55M +61,096 New
RA
102
Royce & Associates
New York
$7.59M -$2.82M -22,842 -27%
Comerica Bank
103
Comerica Bank
Texas
$7.02M +$1M +8,098 +17%
GC
104
Guggenheim Capital
Illinois
$7.02M +$279K +2,259 +4%
Stifel Financial
105
Stifel Financial
Missouri
$6.86M -$112K -906 -2%
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.72M -$142K -1,147 -2%
Natixis Advisors
107
Natixis Advisors
Massachusetts
$6.19M +$228K +1,848 +4%
SCP
108
Siena Capital Partners
Illinois
$6.02M
Pathstone Holdings
109
Pathstone Holdings
New Jersey
$5.97M +$178K +1,440 +3%
State Board of Administration of Florida Retirement System
110
State Board of Administration of Florida Retirement System
Florida
$5.96M -$8.65K -70 -0.1%
FMI
111
F/M Investments
District of Columbia
$5.44M -$9.53M -77,183 -64%
Prudential Financial
112
Prudential Financial
New Jersey
$5.4M -$930K -7,526 -15%
AIMCA
113
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.37M +$417K +3,373 +8%
Truist Financial
114
Truist Financial
North Carolina
$5.19M +$37.8K +306 +0.7%
Susquehanna International Group
115
Susquehanna International Group
Pennsylvania
$5.15M +$2.59M +20,936 +103%
CRC
116
Curi RMB Capital
Illinois
$5.15M +$5.1M +41,264 New
T. Rowe Price Associates
117
T. Rowe Price Associates
Maryland
$4.79M +$393K +3,182 +9%
OLA
118
Oliver Luxxe Assets
New Jersey
$4.74M +$2.55M +20,662 +104%
MIM
119
MetLife Investment Management
New Jersey
$4.67M +$385K +3,113 +9%
RHCA
120
Rosenthal Henry Capital Advisors
Indiana
$4.65M
SI
121
Sapience Investments
California
$4M -$736K -5,960 -16%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$4M +$3.96M +32,062 New
AB
123
Amalgamated Bank
New York
$3.93M
BCI
124
Brinker Capital Investments
Pennsylvania
$3.89M -$342K -2,770 -8%
OPS
125
Orion Portfolio Solutions
Nebraska
$3.89M -$342K -2,770 -8%

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.