Wintrust Financial
WTFC
480 hedge funds and large institutions have $8.44B invested in Wintrust Financial in 2025 Q3 according to their latest regulatory filings, with 56 funds opening new positions, 171 increasing their positions, 166 reducing their positions, and 45 closing their positions.
24% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 45
1% more funds holding
Funds holding: 473 → 480 (+7)
3% more repeat investments, than reductions
Existing positions increased: 171 | Existing positions reduced: 166
1.49% less ownership
Funds ownership: 96.78% → 95.28% (-1.5%)
21% less capital inflows, than outflows
Capital inflows: $440M | Capital outflows: $556M
30% less funds holding in top 10
Funds holding in top 10: 10 → 7 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wellington Management Group
Boston,
Massachusetts
|
+$89.9M |
| 2 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$54M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$26.1M |
| 4 |
Verition Fund Management
Greenwich,
Connecticut
|
+$19.9M |
| 5 |
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$16.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$67.8M |
| 2 |
Millennium Management
New York
|
-$37.2M |
| 3 |
Freestone Grove Partners
San Francisco,
California
|
-$35.4M |
| 4 |
Azora Capital LP
Miami,
Florida
|
-$26.8M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
-$24.1M |
WTFC Hedge Fund Activity: Q3 2025 in Review
480 of the 7,655 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q3 2025, worth a combined $8.44B — up 5.2% from $8.03B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new WTFC positions and 45 closed out — a net gain of 11 holders — while 171 added to existing stakes and 166 trimmed.
The largest buyer was Wellington Management Group, opening a new position worth an estimated $89.9M. The largest seller was Fidelity Investments, cutting an estimated $67.8M.
- 480 institutional investors held Wintrust Financial (WTFC) as of Q3 2025, up from 473 in Q2 2025.
- Funds reported $8.44B of Wintrust Financial stock for Q3 2025, up 5.2% quarter-over-quarter.
- 56 funds opened new Wintrust Financial positions in Q3 2025 and 45 closed out, a net change of +11 holders.
- The largest Wintrust Financial buyer in Q3 2025 was Wellington Management Group, an estimated $89.9M added.
- The largest Wintrust Financial seller in Q3 2025 was Fidelity Investments, an estimated $67.8M sold.
Based on aggregated 13F filings for Q3 2025.