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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
Mariner
201
Mariner
Kansas
$1.27M -$11.8K -103 -1%
Northwestern Mutual Wealth Management
202
Northwestern Mutual Wealth Management
Wisconsin
$1.25M -$8.37K -73 -0.7%
SW
203
Simplicity Wealth
New Jersey
$1.25M +$574K +5,008 +99%
AIC
204
Aurora Investment Counsel
Georgia
$1.24M +$1.15M +10,035 New
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$1.23M +$32.5K +283 +3%
HPCM
206
Hunter Perkins Capital Management
Illinois
$1.19M
Squarepoint
207
Squarepoint
New York
$1.14M -$333K -2,905 -24%
QCG
208
Quadrant Capital Group
Ohio
$1.09M +$115 +1 +0%
Prudential Financial
209
Prudential Financial
New Jersey
$1.09M +$141K +1,227 +17%
Corient Private Wealth
210
Corient Private Wealth
Florida
$1.09M +$111K +972 +12%
CC
211
Centiva Capital
New York
$1.06M +$471K +4,107 +92%
AAS
212
Avantax Advisory Services
Texas
$1.04M +$189K +1,646 +24%
M1FG
213
Mach-1 Financial Group
Arkansas
$1.03M +$13.4K +117 +1%
Wealth Enhancement Advisory Services
214
Wealth Enhancement Advisory Services
Minnesota
$1.02M +$17.8K +155 +2%
OCM
215
One Capital Management
California
$988K +$914K +7,973 New
JFG
216
Jefferies Financial Group
New York
$987K +$913K +7,961 New
FFL
217
Future Fund LLC
Illinois
$986K +$912K +7,950 New
TC
218
TwinBeech Capital
New York
$985K -$1.09M -9,493 -54%
VPIM
219
Vanguard Personalized Indexing Management
California
$942K +$113K +983 +15%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$941K +$65.8K +574 +8%
SOADOR
221
State of Alaska Department of Revenue
Alaska
$930K -$32.1K -280 -4%
GIM
222
Glenmede Investment Management
Pennsylvania
$927K +$858K +7,480 New
X
223
Xponance
Pennsylvania
$927K -$19.4K -169 -2%
VOYA Investment Management
224
VOYA Investment Management
Georgia
$914K -$83.4K -727 -9%
KeyBank National Association
225
KeyBank National Association
Ohio
$886K -$80.1K -698 -9%

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.