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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
KBC Group
126
KBC Group
Belgium
$3.79M +$3.51M +28,384 +1,413%
PU
127
Petiole USA
New York
$3.71M
Russell Investments Group
128
Russell Investments Group
United Kingdom
$3.68M -$527K -4,263 -13%
SI
129
Shaker Investments
Ohio
$3.58M -$28.5K -231 -0.8%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$3.56M +$21K +170 +0.6%
Nisa Investment Advisors
131
Nisa Investment Advisors
Missouri
$3.55M
APF
132
Alaska Permanent Fund
Alaska
$3.49M
NSIM
133
North Star Investment Management
Illinois
$3.37M -$93.8K -759 -3%
CCM
134
Cinctive Capital Management
New York
$3.33M +$3.3M +26,740 New
Calamos Advisors
135
Calamos Advisors
Illinois
$3.28M +$3.25M +26,293 New
QCM
136
Quantinno Capital Management
New York
$3.19M +$596K +4,828 +23%
FDCDDQ
137
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.17M -$364K -2,950 -10%
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$3.12M -$414K -3,353 -12%
Ohio Public Employees Retirement System (OPERS)
139
Ohio Public Employees Retirement System (OPERS)
Ohio
$3.05M -$202K -1,636 -6%
JIC
140
Johnson Investment Counsel
Ohio
$3M -$1.47M -11,910 -33%
PFSRSONJ
141
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.92M +$2.89M +23,421 New
YCM
142
Yousif Capital Management
Michigan
$2.91M -$102K -822 -3%
Teacher Retirement System of Texas
143
Teacher Retirement System of Texas
Texas
$2.83M +$259K +2,099 +10%
Cerity Partners
144
Cerity Partners
New York
$2.66M -$215K -1,740 -7%
US Bancorp
145
US Bancorp
Minnesota
$2.49M -$584K -4,731 -19%
VF
146
Vest Financial
Virginia
$2.47M +$751K +6,081 +44%
CT
147
Chicago Trust
Illinois
$2.47M
State of New Jersey Common Pension Fund D
148
State of New Jersey Common Pension Fund D
New Jersey
$2.41M
ASRS
149
Arizona State Retirement System
Arizona
$2.41M +$19K +154 +0.8%
VC
150
Vestor Capital
Illinois
$2.38M -$56.2K -455 -2%

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.