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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
AWP
251
Abacus Wealth Partners
California
$795K +$756K +5,684 New
OAM
252
OP Asset Management
$777K
SW
253
Simplicity Wealth
New Jersey
$739K -$2.13K -16 -0.3%
WIA
254
World Investment Advisors
California
$721K +$30.6K +230 +5%
BTI
255
Blue Trust Inc
Georgia
$717K -$22.7K -171 -3%
Alyeska Investment Group
256
Alyeska Investment Group
Illinois
$713K +$678K +5,097 New
Man Group
257
Man Group
United Kingdom
$702K +$668K +5,022 New
Marshall Wace
258
Marshall Wace
United Kingdom
$701K +$667K +5,013 New
SAM
259
Securian Asset Management
Minnesota
$685K -$13.3K -100 -2%
CL
260
CSS LLC
Illinois
$683K -$186K -1,400 -22%
VOYA Investment Management
261
VOYA Investment Management
Georgia
$681K -$80.6K -606 -11%
WDL
262
Well Done LLC
Michigan
$680K -$66.5K -500 -9%
Public Employees Retirement Association of Colorado
263
Public Employees Retirement Association of Colorado
Colorado
$677K
PHS
264
Pekin Hardy Strauss
Illinois
$664K
GT
265
Greenleaf Trust
Michigan
$663K -$5.99K -45 -0.9%
TI
266
Tidal Investments
Wisconsin
$662K +$15.2K +114 +2%
SI
267
Sapience Investments
California
$661K +$54.1K +407 +9%
OIA
268
OneDigital Investment Advisors
Kansas
$658K -$24.6K -185 -4%
Mercer Global Advisors
269
Mercer Global Advisors
Colorado
$657K +$223K +1,678 +56%
IB
270
Intrust Bank
Kansas
$654K -$85.8K -645 -12%
SIS
271
Strategic Investment Solutions
Illinois
$636K
Prudential Financial
272
Prudential Financial
New Jersey
$606K -$344K -2,588 -37%
M1FG
273
Mach-1 Financial Group
Arkansas
$602K +$573K +4,305 New
CAPTRUST Financial Advisors
274
CAPTRUST Financial Advisors
North Carolina
$598K +$141K +1,062 +33%
WPWM
275
Western Pacific Wealth Management
Illinois
$592K