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Wintrust Financial

524 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, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

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: 78 (+1)

10% more funds holding

Funds holding: 476524 (+48)

7% more capital invested

Capital invested by funds: $8.44B → $9B (+$555M)

0.79% more ownership

Funds ownership: 95.28%96.07% (+0.79%)

21% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 194

Holders
524
Holders Change
+48
Holders Change %
+10.08%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
96
Increased
153
Reduced
194
Closed
41
Calls
$769K
Puts
Net Calls
+$769K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
Pacer Advisors
226
Pacer Advisors
Pennsylvania
$1.12M -$114K -855 -10%
BHCM
227
Brevan Howard Capital Management
Jersey
$1.1M +$837K +6,292 +394%
VPIM
228
Vanguard Personalized Indexing Management
California
$1.07M +$28.5K +214 +3%
CCIA
229
Campbell & Co Investment Adviser
Maryland
$1.02M -$345K -2,593 -26%
CIBC Private Wealth Group
230
CIBC Private Wealth Group
Georgia
$994K +$20.3K +153 +2%
DS
231
DRW Securities
Illinois
$988K +$940K +7,067 New
TI
232
Trexquant Investment
Connecticut
$981K +$933K +7,018 New
Rockefeller Capital Management
233
Rockefeller Capital Management
New York
$980K +$117K +876 +14%
KeyBank National Association
234
KeyBank National Association
Ohio
$951K +$3.86K +29 +0.4%
SC
235
Savant Capital
Illinois
$944K +$99.2K +746 +12%
CCM
236
Coldstream Capital Management
Washington
$938K +$106K +799 +14%
Canada Pension Plan Investment Board
237
Canada Pension Plan Investment Board
Ontario, Canada
$937K +$891K +6,700 New
SOADOR
238
State of Alaska Department of Revenue
Alaska
$930K -$88.4K -665 -9%
FFM
239
Forum Financial Management
Illinois
$911K +$133 +1 +0%
EWA
240
EP Wealth Advisors
California
$896K +$852K +6,405 New
OSAM
241
O'Shaughnessy Asset Management
Connecticut
$879K -$59.8K -450 -7%
SPIA
242
Steward Partners Investment Advisory
New York
$869K +$318K +2,392 +63%
X
243
Xponance
Pennsylvania
$860K -$167K -1,255 -17%
IA
244
Inspire Advisors
Idaho
$857K -$33.4K -251 -4%
Focus Partners Wealth
245
Focus Partners Wealth
Massachusetts
$853K +$811K +6,099 New
CG
246
Caprock Group
Idaho
$835K +$361K +2,712 +83%
NYLIM
247
New York Life Investment Management
New York
$822K +$781K +5,876 New
RIL
248
Rothschild Investment LLC
Illinois
$819K +$379K +2,853 +95%
HFM
249
Harvest Fund Management
China
$809K +$50K +376 +6%
IIM
250
INTECH Investment Management
Florida
$807K -$145K -1,092 -16%