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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$851M +$1.59M +13,856 +0.2%
BlackRock
2
BlackRock
New York
$769M -$3.92M -34,215 -0.5%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$670M +$17.5M +152,812 +3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$346M -$5.13M -44,691 -2%
State Street
5
State Street
Massachusetts
$335M -$20M -174,010 -6%
First Trust Advisors
6
First Trust Advisors
Illinois
$234M -$12.5M -108,839 -5%
EARNEST Partners
7
EARNEST Partners
Georgia
$178M +$2.66M +23,197 +2%
Capital International Investors
8
Capital International Investors
California
$170M -$25.5M -222,628 -14%
Invesco
9
Invesco
Georgia
$152M +$11.6M +101,134 +9%
Principal Financial Group
10
Principal Financial Group
Iowa
$152M +$1.49M +12,989 +1%
Geode Capital Management
11
Geode Capital Management
Massachusetts
$152M +$272K +2,375 +0.2%
Bank of America
12
Bank of America
North Carolina
$131M -$1.02M -8,861 -0.8%
Millennium Management
13
Millennium Management
New York
$128M +$50M +436,365 +73%
Victory Capital Management
14
Victory Capital Management
Texas
$119M +$5.51M +48,000 +5%
JP Morgan Chase
15
JP Morgan Chase
New York
$117M -$10.5M -91,766 -9%
Jennison Associates
16
Jennison Associates
New York
$116M +$14.8M +129,444 +16%
ClearBridge Investments
17
ClearBridge Investments
New York
$108M +$64K +558 +0.1%
Northern Trust
18
Northern Trust
Illinois
$102M -$3.75M -32,706 -4%
AllianceBernstein
19
AllianceBernstein
Tennessee
$98M -$8.18M -71,277 -8%
Charles Schwab
20
Charles Schwab
California
$96.3M -$1.17M -10,217 -1%
RP
21
Reinhart Partners
Wisconsin
$93.2M +$9.38M +81,763 +12%
SEI Investments
22
SEI Investments
Pennsylvania
$90M +$3.18M +27,727 +4%
Norges Bank
23
Norges Bank
Norway
$87.4M -$4.38M -38,185 -5%
CCM
24
Channing Capital Management
Illinois
$85.1M -$2.12M -18,524 -3%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$82.4M +$1.32M +11,510 +2%

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.