Wintrust Financial
WTFC
526 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 153 increasing their positions, 195 reducing their positions, and 41 closing their positions.
134% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 41
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
10% more funds holding
Funds holding: 478 → 526 (+48)
7% more capital invested
Capital invested by funds: $8.44B → $9B (+$554M)
0.73% more ownership
Funds ownership: 95.28% → 96.02% (+0.73%)
22% less repeat investments, than reductions
Existing positions increased: 153 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$66.1M |
| 2 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$56.4M |
| 3 |
JCM
Junto Capital Management
New York
|
+$33.7M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
+$28.1M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
+$22.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
-$72.8M |
| 2 |
Fidelity International
Hamilton,
Bermuda
|
-$27.4M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$24M |
| 4 |
ACL
Azora Capital LP
Miami,
Florida
|
-$20.2M |
| 5 |
JP Morgan Chase
New York
|
-$19.4M |
WTFC Hedge Fund Activity: Q4 2025 in Review
526 of the 8,266 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q4 2025, worth a combined $9B — up 6.6% from $8.44B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new WTFC positions and 41 closed out — a net gain of 55 holders — while 153 added to existing stakes and 195 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $66.1M. The largest seller was First Trust Advisors, cutting an estimated $72.8M.
- 526 institutional investors held Wintrust Financial (WTFC) as of Q4 2025, up from 478 in Q3 2025.
- Funds reported $9B of Wintrust Financial stock for Q4 2025, up 6.6% quarter-over-quarter.
- 96 funds opened new Wintrust Financial positions in Q4 2025 and 41 closed out, a net change of +55 holders.
- The largest Wintrust Financial buyer in Q4 2025 was Fidelity Investments, an estimated $66.1M added.
- The largest Wintrust Financial seller in Q4 2025 was First Trust Advisors, an estimated $72.8M sold.
Based on aggregated 13F filings for Q4 2025.