We are live on ! Find out more
WTFC icon

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
RHCA
126
Rosenthal Henry Capital Advisors
Indiana
$4.74M -$8.71K -66 -0.2%
MIM
127
MetLife Investment Management
New Jersey
$4.56M -$215K -1,629 -5%
Bank of Montreal
128
Bank of Montreal
Ontario, Canada
$4.53M -$179K -1,359 -4%
BCI
129
Brinker Capital Investments
Pennsylvania
$4.32M +$67.2K +509 +2%
AB
130
Amalgamated Bank
New York
$4.04M +$4.49K +34 +0.1%
PU
131
Petiole USA
New York
$3.94M
Treasurer of the State of North Carolina
132
Treasurer of the State of North Carolina
North Carolina
$3.93M -$153K -1,158 -4%
PFSRSONJ
133
Police & Firemen's Retirement System of New Jersey
New Jersey
$3.9M +$601K +4,555 +18%
Calamos Advisors
134
Calamos Advisors
Illinois
$3.89M +$1.77M +13,391 +84%
Nisa Investment Advisors
135
Nisa Investment Advisors
Missouri
$3.77M
EAM
136
EFG Asset Management
Oregon
$3.75M +$48.7K +369 +1%
NSIM
137
North Star Investment Management
Illinois
$3.6M
State of Tennessee, Department of Treasury
138
State of Tennessee, Department of Treasury
Tennessee
$3.55M +$238K +1,800 +7%
RA
139
Royce & Associates
New York
$3.54M -$685K -5,186 -16%
SI
140
Shaker Investments
Ohio
$3.47M -$19.8K -150 -0.6%
Susquehanna International Group
141
Susquehanna International Group
Pennsylvania
$3.47M -$686K -5,192 -17%
FDCDDQ
142
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.43M +$149K +1,131 +5%
MML Investors Services
143
MML Investors Services
Massachusetts
$3.28M +$118K +895 +4%
Cerity Partners
144
Cerity Partners
New York
$3.25M +$184K +1,395 +6%
EPCA
145
Elizabeth Park Capital Advisors
Ohio
$3.23M +$264K +2,000 +9%
SCP
146
Siena Capital Partners
Illinois
$3.22M -$3.17M -23,980 -50%
RFC
147
Regions Financial Corp
Alabama
$3.19M +$44.8K +339 +1%
Fifth Third Bancorp
148
Fifth Third Bancorp
Ohio
$3.16M +$6.87K +52 +0.2%
MCM
149
Maltese Capital Management
New York
$3.14M -$7.43M -56,273 -70%
HCA
150
Harbor Capital Advisors
Illinois
$3.08M -$9.59M -72,624 -76%

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.