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Wintrust Financial

476 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, 163 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed

24% more first-time investments, than exits

New positions opened: 56 | Existing positions closed: 45

5% more capital invested

Capital invested by funds: $8.03B → $8.44B (+$414M)

1% more funds holding

Funds holding: 469476 (+7)

5% more repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 163

1.49% less ownership

Funds ownership: 96.78%95.28% (-1.5%)

30% less funds holding in top 10

Funds holding in top 10: 107 (-3)

Holders
476
Holders Change
+7
Holders Change %
+1.49%
% of All Funds
6.25%
Holding in Top 10
7
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-30%
% of All Funds
0.09%
New
56
Increased
171
Reduced
163
Closed
45
Calls
$2.42M
Puts
Net Calls
+$2.42M
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$903M -$5.72M -43,316 -0.6%
BlackRock
2
BlackRock
New York
$823M +$952K +7,213 +0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$647M -$67.8M -513,557 -10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$362M -$7.5M -56,833 -2%
State Street
5
State Street
Massachusetts
$357M -$1.23M -9,339 -0.3%
First Trust Advisors
6
First Trust Advisors
Illinois
$264M +$13.6M +102,833 +5%
EARNEST Partners
7
EARNEST Partners
Georgia
$191M +$1.06M +8,048 +0.6%
Capital International Investors
8
Capital International Investors
California
$181M
Principal Financial Group
9
Principal Financial Group
Iowa
$172M +$9.92M +75,155 +6%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$166M +$4.2M +31,827 +3%
Invesco
11
Invesco
Georgia
$154M -$9.2M -69,692 -6%
Bank of America
12
Bank of America
North Carolina
$142M +$1.99M +15,044 +1%
Jennison Associates
13
Jennison Associates
New York
$135M +$11.1M +83,826 +9%
JP Morgan Chase
14
JP Morgan Chase
New York
$120M -$4.96M -37,537 -4%
ClearBridge Investments
15
ClearBridge Investments
New York
$120M +$4.63M +35,053 +4%
Northern Trust
16
Northern Trust
Illinois
$106M -$2.38M -18,045 -2%
Victory Capital Management
17
Victory Capital Management
Texas
$103M -$24.1M -182,698 -19%
Charles Schwab
18
Charles Schwab
California
$103M -$69.1K -523 -0.1%
Millennium Management
19
Millennium Management
New York
$99.2M -$37.2M -282,068 -27%
SEI Investments
20
SEI Investments
Pennsylvania
$98.8M +$2.6M +19,726 +3%
AllianceBernstein
21
AllianceBernstein
Tennessee
$97.7M -$6.97M -52,756 -7%
Wellington Management Group
22
Wellington Management Group
Massachusetts
$90.2M +$89.9M +680,967 New
CCM
23
Channing Capital Management
Illinois
$89.9M -$1.06M -8,042 -1%
Fuller & Thaler Asset Management
24
Fuller & Thaler Asset Management
California
$86.5M -$104K -791 -0.1%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$82.8M -$5.2M -39,343 -6%

WTFC Hedge Fund Activity: Q3 2025 in Review

476 of the 7,619 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 163 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.

  • 476 institutional investors held Wintrust Financial (WTFC) as of Q3 2025, up from 469 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.