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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
IWM
251
IHT Wealth Management
Illinois
$568K +$4.33K +35 +0.7%
SW
252
Simplicity Wealth
New Jersey
$567K +$623K +5,042 New
BTI
253
Blue Trust Inc
Georgia
$561K +$107K +867 +21%
EGM
254
Engineers Gate Manager
New York
$546K +$212K +1,713 +55%
Public Employees Retirement Association of Colorado
255
Public Employees Retirement Association of Colorado
Colorado
$545K
MYIA
256
Mount Yale Investment Advisors
Colorado
$534K -$56.8K -460 -9%
Envestnet Portfolio Solutions
257
Envestnet Portfolio Solutions
Illinois
$520K -$112K -906 -16%
EWA
258
EP Wealth Advisors
California
$520K -$21K -170 -4%
CC
259
Centiva Capital
New York
$504K +$553K +4,478 New
USAA
260
United Services Automobile Association
Texas
$478K +$527K +4,264 New
WPWM
261
Western Pacific Wealth Management
Illinois
$476K +$247 +2 +0%
VI
262
Vestcor Inc
New Brunswick, Canada
$473K +$520K +4,207 New
EC
263
EJF Capital
Virginia
$473K -$443K -3,587 -46%
WIA
264
World Investment Advisors
California
$460K +$98.7K +799 +24%
HAG
265
HighPoint Advisor Group
Illinois
$458K +$20.6K +167 +4%
PAS
266
Point72 Asia (Singapore)
Singapore
$453K +$480K +3,887 +2,681%
CAM
267
Cresset Asset Management
Illinois
$447K +$49.9K +404 +11%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$445K +$19.5K +158 +4%
TRCT
269
Tower Research Capital (TRC)
New York
$438K -$291K -2,358 -38%
SCA
270
Snowden Capital Advisors
New York
$429K -$48.9K -396 -9%
GS
271
GTS Securities
New York
$429K +$141K +1,143 +43%
TSS
272
Two Sigma Securities
New York
$424K -$397K -3,216 -46%
OSAM
273
O'Shaughnessy Asset Management
Connecticut
$420K +$24.3K +197 +6%
MFG
274
Menard Financial Group
Texas
$416K +$38.2K +309 +9%
S
275
SignatureFD
Georgia
$413K +$865 +7 +0.2%