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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
CB
301
Commerce Bank
Missouri
$294K -$3.58K -29 -1%
PCM
302
Princeton Capital Management
New Jersey
$289K
JSW
303
Journey Strategic Wealth
New Jersey
$289K +$247 +2 +0.1%
Cambridge Investment Research Advisors
304
Cambridge Investment Research Advisors
Iowa
$273K +$20.4K +165 +7%
PWM
305
Paulson Wealth Management
Illinois
$272K
SCM
306
Shelton Capital Management
Colorado
$272K -$9.39K -76 -3%
GWM
307
Gitterman Wealth Management
New Jersey
$270K +$3.83K +31 +1%
GI
308
GAMMA Investing
California
$268K +$139K +1,128 +90%
XT
309
XTX Topco
Cayman Islands
$264K -$444K -3,593 -61%
FB
310
Fulton Bank
Pennsylvania
$261K +$286K +2,318 New
MFG
311
Merit Financial Group
Georgia
$258K +$23.1K +187 +9%
BHPW
312
Beverly Hills Private Wealth
California
$258K +$27.6K +223 +11%
WMA
313
West Michigan Advisors
Michigan
$257K +$618 +5 +0.2%
GFA
314
Gallagher Fiduciary Advisors
Illinois
$254K +$16.7K +135 +6%
VWM
315
Venturi Wealth Management
Texas
$250K +$8.16K +66 +3%
SAM
316
S.A. Mason
Michigan
$248K
CWM
317
Chicago Wealth Management
Illinois
$243K
ATC
318
Argent Trust Co
Tennessee
$229K +$251K +2,034 New
TBC
319
Tweedy, Browne Co
Connecticut
$228K +$251K +2,029 New
CC
320
Chicago Capital
Illinois
$228K -$86.5K -700 -26%
ECM
321
Evergreen Capital Management
Washington
$218K +$5.44K +44 +2%
CIBC Asset Management
322
CIBC Asset Management
Ontario, Canada
$216K +$4.7K +38 +2%
Walleye Trading
323
Walleye Trading
New York
$212K +$233K +1,888 New
OL
324
Optas LLC
Texas
$211K +$232K +1,880 New
FTWA
325
Fifth Third Wealth Advisors
Ohio
$207K +$741 +6 +0.3%