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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$862M +$7.18M +58,162 +0.8%
BlackRock
2
BlackRock
New York
$779M +$27.9M +225,873 +4%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$624M -$18.9M -152,810 -3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$370M -$36.9M -298,766 -9%
State Street
5
State Street
Massachusetts
$364M +$36.4M +294,736 +11%
Capital International Investors
6
Capital International Investors
California
$223M
EARNEST Partners
7
EARNEST Partners
Georgia
$164M +$162M +1,313,186 New
Principal Financial Group
8
Principal Financial Group
Iowa
$162M -$872K -7,062 -0.5%
First Trust Advisors
9
First Trust Advisors
Illinois
$158M +$41.7M +337,763 +36%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$145M +$1.26M +10,172 +0.9%
Fuller & Thaler Asset Management
11
Fuller & Thaler Asset Management
California
$141M -$992K -8,029 -0.7%
Invesco
12
Invesco
Georgia
$137M +$3.7M +29,967 +3%
JP Morgan Chase
13
JP Morgan Chase
New York
$136M -$4.44M -35,934 -3%
AllianceBernstein
14
AllianceBernstein
Tennessee
$131M -$13.1M -106,263 -9%
Victory Capital Management
15
Victory Capital Management
Texas
$117M -$49.1M -397,156 -30%
Bank of America
16
Bank of America
North Carolina
$112M +$39.6M +320,954 +56%
ClearBridge Investments
17
ClearBridge Investments
New York
$108M +$31.3M +253,050 +41%
Charles Schwab
18
Charles Schwab
California
$99.9M -$259K -2,097 -0.3%
CCM
19
Channing Capital Management
Illinois
$99.4M -$5.21M -42,216 -5%
Federated Hermes
20
Federated Hermes
Pennsylvania
$96.7M -$5.72M -46,275 -6%
Norges Bank
21
Norges Bank
Norway
$94.9M +$4.37M +35,414 +5%
Northern Trust
22
Northern Trust
Illinois
$88.4M +$14.8M +119,416 +20%
SEI Investments
23
SEI Investments
Pennsylvania
$87.1M +$62.4M +505,293 +261%
Janus Henderson Group
24
Janus Henderson Group
United Kingdom
$86.9M -$8.75M -70,809 -9%
VLKIM
25
Van Lanschot Kempen Investment Management
Netherlands
$83M +$5.29M +42,804 +7%

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.