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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
William Blair & Company
151
William Blair & Company
Illinois
$2.36M -$71.4K -578 -3%
M&T Bank
152
M&T Bank
New York
$2.33M +$8.89K +72 +0.4%
LSERS
153
Louisiana State Employees Retirement System
Louisiana
$2.31M +$12.4K +100 +0.5%
EPCA
154
Elizabeth Park Capital Advisors
Ohio
$2.29M
Bank of Montreal
155
Bank of Montreal
Ontario, Canada
$2.29M -$3.65M -29,553 -62%
TRSOTSOK
156
Teachers Retirement System of the State of Kentucky
Kentucky
$2.28M -$127K -1,030 -5%
SA
157
Sanctuary Advisors
Indiana
$2.25M +$545K +4,412 +35%
OAM
158
Oppenheimer Asset Management
New York
$2.24M -$77.6K -628 -3%
AIM
159
Access Investment Management
Georgia
$2.23M +$16.1K +130 +0.7%
AssetMark Inc
160
AssetMark Inc
California
$2.22M +$131K +1,057 +6%
Zurich Cantonal Bank
161
Zurich Cantonal Bank
Switzerland
$2.17M +$450K +3,641 +26%
WCM
162
Wedge Capital Management
North Carolina
$2.15M -$21.1K -171 -1%
LS
163
Livforsakringsbolaget Skandia
Sweden
$2.06M +$2.04M +16,500 New
OL
164
one8zero8 LLC
North Carolina
$2.04M +$2.02M +16,375 New
LPL Financial
165
LPL Financial
California
$1.99M +$447K +3,622 +29%
Cetera Investment Advisers
166
Cetera Investment Advisers
Illinois
$1.97M +$263K +2,132 +16%
SOMRS
167
State of Michigan Retirement System
Michigan
$1.97M
Handelsbanken Fonder
168
Handelsbanken Fonder
Sweden
$1.95M
HighTower Advisors
169
HighTower Advisors
Illinois
$1.9M +$489K +3,961 +35%
Jane Street
170
Jane Street
New York
$1.87M -$2.98M -24,125 -62%
Ensign Peak Advisors
171
Ensign Peak Advisors
Utah
$1.86M
DIA
172
Dana Investment Advisors
Wisconsin
$1.85M -$167K -1,353 -8%
NMIMC
173
Northwestern Mutual Investment Management Company
Wisconsin
$1.84M +$2.96K +24 +0.2%
COPPSERS
174
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.83M +$3.21K +26 +0.2%
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.69M -$1.61K -13 -0.1%

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.