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Wintrust Financial

470 hedge funds and large institutions have $8.03B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 44

17% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 156

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

11% more capital invested

Capital invested by funds: $7.26B → $8.03B (+$770M)

4% more funds holding

Funds holding: 452470 (+18)

0.02% more ownership

Funds ownership: 96.76%96.78% (+0.02%)

Holders
470
Holders Change
+18
Holders Change %
+3.98%
% of All Funds
6.19%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.13%
New
66
Increased
183
Reduced
156
Closed
44
Calls
$2.06M
Puts
Net Calls
+$2.06M
Net Calls Change
+$596K
Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
151
Cerity Partners
New York
$2.87M +$40.7K +355 +2%
YCM
152
Yousif Capital Management
Michigan
$2.8M -$34.2K -298 -1%
EPCA
153
Elizabeth Park Capital Advisors
Ohio
$2.78M -$189K -1,650 -7%
OLA
154
Oliver Luxxe Assets
New Jersey
$2.62M +$25.5K +222 +1%
EP
155
Edgestream Partners
New Jersey
$2.6M +$2.4M +20,949 New
WCM
156
Wedge Capital Management
North Carolina
$2.52M +$14.3K +125 +0.6%
ASRS
157
Arizona State Retirement System
Arizona
$2.42M +$53.3K +465 +2%
HAI
158
Hennessy Advisors Inc
California
$2.42M +$172K +1,500 +8%
LSERS
159
Louisiana State Employees Retirement System
Louisiana
$2.33M +$22.9K +200 +1%
Zurich Cantonal Bank
160
Zurich Cantonal Bank
Switzerland
$2.33M +$98.5K +859 +5%
William Blair & Company
161
William Blair & Company
Illinois
$2.33M -$34.4K -300 -2%
AssetMark Inc
162
AssetMark Inc
California
$2.31M +$46.5K +405 +2%
TRSOTSOK
163
Teachers Retirement System of the State of Kentucky
Kentucky
$2.27M
OAM
164
Oppenheimer Asset Management
New York
$2.26M +$26.6K +232 +1%
AIM
165
Access Investment Management
Georgia
$2.24M +$2.07M +18,050 New
M&T Bank
166
M&T Bank
New York
$2.19M +$36.5K +318 +2%
JIC
167
Johnson Investment Counsel
Ohio
$2.16M +$17K +148 +0.9%
COPPSERS
168
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$2.13M +$149K +1,301 +8%
PAS
169
Park Avenue Securities
New York
$2.12M +$1.96M +17,079 New
SPS
170
Susquehanna Portfolio Strategies
Pennsylvania
$2.12M +$1.96M +17,066 New
HighTower Advisors
171
HighTower Advisors
Illinois
$2.04M +$21.1K +184 +1%
Teacher Retirement System of Texas
172
Teacher Retirement System of Texas
Texas
$2.03M -$37.5K -327 -2%
Creative Planning
173
Creative Planning
Kansas
$2.03M +$284K +2,476 +18%
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$2.01M +$555K +4,837 +43%
IP
175
Interval Partners
New York
$2M +$1.85M +16,142 New

WTFC Hedge Fund Activity: Q2 2025 in Review

470 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q2 2025, worth a combined $8.03B — up 11% from $7.26B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new WTFC positions and 44 closed out — a net gain of 22 holders — while 183 added to existing stakes and 156 trimmed.

The largest buyer was Millennium Management, adding an estimated $50M. The largest seller was Massachusetts Financial Services, exiting entirely with an estimated $33.2M sold.

  • 470 institutional investors held Wintrust Financial (WTFC) as of Q2 2025, up from 452 in Q1 2025.
  • Funds reported $8.03B of Wintrust Financial stock for Q2 2025, up 11% quarter-over-quarter.
  • 66 funds opened new Wintrust Financial positions in Q2 2025 and 44 closed out, a net change of +22 holders.
  • The largest Wintrust Financial buyer in Q2 2025 was Millennium Management, an estimated $50M added.
  • The largest Wintrust Financial seller in Q2 2025 was Massachusetts Financial Services, an estimated $33.2M sold.

Based on aggregated 13F filings for Q2 2025.