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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
SOMRS
176
State of Michigan Retirement System
Michigan
$1.99M +$11.5K +100 +0.6%
Calamos Advisors
177
Calamos Advisors
Illinois
$1.98M -$1.21M -10,537 -40%
SA
178
Sanctuary Advisors
Indiana
$1.98M -$54.1K -472 -3%
State of New Jersey Common Pension Fund D
179
State of New Jersey Common Pension Fund D
New Jersey
$1.97M +$26.3K +229 +1%
Handelsbanken Fonder
180
Handelsbanken Fonder
Sweden
$1.94M
NMIMC
181
Northwestern Mutual Investment Management Company
Wisconsin
$1.85M +$18.2K +159 +1%
Ensign Peak Advisors
182
Ensign Peak Advisors
Utah
$1.85M
LCM
183
Legato Capital Management
California
$1.78M
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$1.78M +$167K +1,459 +11%
DIA
185
Dana Investment Advisors
Wisconsin
$1.75M -$86.9K -758 -5%
OL
186
one8zero8 LLC
North Carolina
$1.71M -$115K -1,000 -7%
NMERB
187
New Mexico Educational Retirement Board
New Mexico
$1.7M +$149K +1,300 +10%
OPERF
188
Oregon Public Employees Retirement Fund
Oregon
$1.69M +$11.5K +100 +0.7%
KK
189
KLP Kapitalforvaltning
Norway
$1.69M +$68.8K +600 +5%
OAM
190
OP Asset Management
$1.67M -$781K -6,808 -34%
EMFAT
191
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.61M +$348K +3,030 +30%
AIP
192
Ameritas Investment Partners
Nebraska
$1.61M -$10.1K -88 -0.7%
DTL
193
Dynamic Technology Lab
Singapore
$1.56M +$214K +1,870 +17%
TAF
194
Tredje AP-fonden
Sweden
$1.52M +$436K +3,803 +45%
AI
195
Atria Investments
North Carolina
$1.46M +$316K +2,751 +30%
GI
196
GAMCO Investors
Connecticut
$1.43M +$1.33M +11,560 New
P
197
&Partners
Tennessee
$1.4M +$570K +4,972 +78%
Commonwealth Equity Services
198
Commonwealth Equity Services
Massachusetts
$1.35M +$40K +349 +3%
CIA
199
Concurrent Investment Advisors
Florida
$1.29M +$23.7K +207 +2%
NPF
200
Norris Perne & French
Michigan
$1.29M

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.