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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
6.37%
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
EC
276
EJF Capital
Virginia
$588K -$33.5K -252 -6%
VI
277
Vestcor Inc
New Brunswick, Canada
$588K
Ensign Peak Advisors
278
Ensign Peak Advisors
Utah
$580K -$1.05M -7,900 -66%
S
279
SignatureFD
Georgia
$569K +$18.1K +136 +3%
UCFA
280
United Capital Financial Advisors
Texas
$568K -$93.2K -701 -15%
N
281
Natixis
France
$568K +$529K +3,975 +4,732%
SCA
282
Snowden Capital Advisors
New York
$563K +$31.4K +236 +6%
AAS
283
Ameritas Advisory Services
Nebraska
$548K +$521K +3,921 New
MFG
284
Merit Financial Group
Georgia
$547K -$2.13K -16 -0.4%
HAG
285
HighPoint Advisor Group
Illinois
$545K -$44.8K -337 -8%
Cambridge Investment Research Advisors
286
Cambridge Investment Research Advisors
Iowa
$541K +$25.9K +195 +5%
CA
287
Clearstead Advisors
Ohio
$540K +$449K +3,375 +696%
Envestnet Portfolio Solutions
288
Envestnet Portfolio Solutions
Illinois
$532K -$17.8K -134 -3%
JCIA
289
Jackson Creek Investment Advisors
Colorado
$514K -$9.44K -71 -2%
CFO
290
Callan Family Office
Pennsylvania
$506K +$73.4K +552 +18%
TRCT
291
Tower Research Capital (TRC)
New York
$506K +$238K +1,788 +98%
VT
292
Vise Technologies
New York
$502K +$477K +3,589 New
SSA
293
Schonfeld Strategic Advisors
New York
$501K +$477K +3,585 New
PCM
294
Princeton Capital Management
New Jersey
$485K +$53.2K +400 +13%
URS
295
Utah Retirement Systems
Utah
$482K
AA
296
ALPS Advisors
Colorado
$475K +$4.92K +37 +1%
ESBC
297
E.S. Barr & Co
Kentucky
$472K -$10.1K -76 -2%
NA
298
Navellier & Associates
Nevada
$462K -$151K -1,133 -26%
LAM
299
LECAP Asset Management
United Kingdom
$459K +$437K +3,283 New
EI
300
Ethic Inc
New York
$447K -$47.5K -357 -10%