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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
Nomura Holdings
201
Nomura Holdings
Japan
$1.1M +$1.09M +8,823 New
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.08M -$1.07M -8,640 -50%
BHCM
203
Brevan Howard Capital Management
Jersey
$1.08M +$1.07M +8,630 New
CIBC Private Wealth Group
204
CIBC Private Wealth Group
Georgia
$1.07M -$364K -2,950 -26%
Point72 Asset Management
205
Point72 Asset Management
Connecticut
$1.06M +$1.05M +8,500 New
TAF
206
Tredje AP-fonden
Sweden
$1.06M
TI
207
Tidal Investments
Wisconsin
$1.03M -$46.4K -376 -4%
SFI
208
Susquehanna Fundamental Investments
Pennsylvania
$1.01M +$1M +8,121 New
EP
209
Edgestream Partners
New Jersey
$1.01M -$1.92M -15,529 -66%
LIP
210
Lighthouse Investment Partners
Florida
$1M +$993K +8,037 New
EC
211
EJF Capital
Virginia
$971K -$1.5M -12,114 -61%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
212
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$971K +$962K +7,790 New
Marshall Wace
213
Marshall Wace
United Kingdom
$968K +$959K +7,761 New
KeyBank National Association
214
KeyBank National Association
Ohio
$959K -$214K -1,733 -18%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$945K -$16.7K -135 -2%
X
216
Xponance
Pennsylvania
$938K +$50K +405 +6%
PAS
217
Park Avenue Securities
New York
$930K +$247K +1,999 +37%
TSS
218
Two Sigma Securities
New York
$871K +$304K +2,462 +54%
MML Investors Services
219
MML Investors Services
Massachusetts
$853K +$79.3K +642 +10%
EI
220
Ethic Inc
New York
$825K -$41K -332 -5%
P
221
Pitcairn
Pennsylvania
$821K +$4.08K +33 +0.5%
UCFA
222
United Capital Financial Advisors
Texas
$806K -$5.93K -48 -0.7%
CL
223
CSS LLC
Illinois
$784K
TRCT
224
Tower Research Capital (TRC)
New York
$780K -$96.1K -778 -11%
VPIM
225
Vanguard Personalized Indexing Management
California
$779K +$35K +283 +5%

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.