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Wintrust Financial

451 hedge funds and large institutions have $7.26B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $461K

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 152

2% more funds holding

Funds holding: 442451 (+9)

1.68% more ownership

Funds ownership: 95.08%96.76% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less capital invested

Capital invested by funds: $7.88B → $7.26B (-$626M)

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
6.05%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
174
Reduced
152
Closed
48
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
226
United Capital Financial Advisors
Texas
$734K +$7.17K +58 +0.9%
CL
227
Choreo LLC
Illinois
$733K -$568K -4,595 -41%
PI
228
PineBridge Investments
New York
$728K +$800K +6,470 New
CL
229
CSS LLC
Illinois
$707K
P
230
&Partners
Tennessee
$706K +$114K +922 +17%
HFM
231
Harvest Fund Management
China
$706K +$368K +2,980 +100%
CCM
232
Coldstream Capital Management
Washington
$700K +$29K +235 +4%
HT
233
Headlands Technologies
Illinois
$698K +$205K +1,656 +36%
FFM
234
Forum Financial Management
Illinois
$685K -$4.33K -35 -0.6%
TI
235
Tidal Investments
Wisconsin
$683K -$273K -2,208 -27%
EI
236
Ethic Inc
New York
$662K -$90K -728 -11%
GT
237
Greenleaf Trust
Michigan
$656K -$2.22K -18 -0.3%
CGH
238
Crossmark Global Holdings
Texas
$655K +$18.2K +147 +3%
DFCM
239
Dark Forest Capital Management
Puerto Rico
$654K +$719K +5,816 New
FIM
240
Freedom Investment Management
Connecticut
$653K +$3.83K +31 +0.5%
PAM
241
Panagora Asset Management
Massachusetts
$653K
Kovitz Investment Group Partners
242
Kovitz Investment Group Partners
Illinois
$648K +$392K +3,169 +122%
PHS
243
Pekin Hardy Strauss
Illinois
$647K
IA
244
Inspire Advisors
Idaho
$644K +$708K +5,727 New
WDL
245
Well Done LLC
Michigan
$637K -$802K -6,488 -56%
OIA
246
OneDigital Investment Advisors
Kansas
$633K +$61.7K +499 +10%
SFI
247
Susquehanna Fundamental Investments
Pennsylvania
$586K -$360K -2,911 -36%
IB
248
Intrust Bank
Kansas
$581K -$1.24K -10 -0.2%
SBWIC
249
Schaper Benz & Wise Investment Counsel
Wisconsin
$580K
SAM
250
Securian Asset Management
Minnesota
$573K +$12.4K +100 +2%