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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
KK
176
KLP Kapitalforvaltning
Norway
$1.68M +$1.67M +13,500 New
Amundi
177
Amundi
France
$1.67M
Fifth Third Bancorp
178
Fifth Third Bancorp
Ohio
$1.66M +$1.61M +13,016 +4,145%
AIP
179
Ameritas Investment Partners
Nebraska
$1.66M -$40.1K -325 -2%
Creative Planning
180
Creative Planning
Kansas
$1.59M -$70K -567 -4%
NMERB
181
New Mexico Educational Retirement Board
New Mexico
$1.55M
LCM
182
Legato Capital Management
California
$1.49M +$107K +869 +8%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$1.49M +$172K +1,389 +13%
DB
184
Danske Bank
Denmark
$1.48M +$1.37M +11,104 +1,388%
CL
185
Choreo LLC
Illinois
$1.38M -$70.4K -570 -5%
AI
186
Atria Investments
North Carolina
$1.36M +$346K +2,804 +35%
Mariner
187
Mariner
Kansas
$1.36M +$21.7K +176 +2%
Northwestern Mutual Wealth Management
188
Northwestern Mutual Wealth Management
Wisconsin
$1.35M -$102K -829 -7%
VOYA Investment Management
189
VOYA Investment Management
Georgia
$1.31M -$759K -6,148 -37%
NPF
190
Norris Perne & French
Michigan
$1.3M -$254K -2,057 -17%
CIA
191
Concurrent Investment Advisors
Florida
$1.27M -$7.66K -62 -0.6%
WDL
192
Well Done LLC
Michigan
$1.26M
EMFAT
193
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.25M
Pacer Advisors
194
Pacer Advisors
Pennsylvania
$1.24M +$23.5K +190 +2%
HPCM
195
Hunter Perkins Capital Management
Illinois
$1.19M
Commonwealth Equity Services
196
Commonwealth Equity Services
Massachusetts
$1.17M -$41.1K -333 -3%
Pictet Asset Management
197
Pictet Asset Management
Switzerland
$1.17M +$105K +850 +10%
Deutsche Bank
198
Deutsche Bank
Germany
$1.16M +$33.7K +273 +3%
HAI
199
Hennessy Advisors Inc
California
$1.12M -$741K -6,000 -40%
Corient Private Wealth
200
Corient Private Wealth
Florida
$1.11M -$151K -1,223 -12%

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.