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Wintrust Financial

516 hedge funds and large institutions have $8.99B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 151 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more funds holding

Funds holding:

more capital invested

Capital invested by funds: $ → $

0.75% more ownership

Funds ownership: 95.27%96.02% (+0.75%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
516
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
8
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$769K
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$72.8M
2 -$27.4M
3 -$24M
4
ACL
Azora Capital LP
Florida
-$20.2M
5
JP Morgan Chase
JP Morgan Chase
New York
-$19.4M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
326
Shelton Capital Management
Colorado
$330K
NDSIB
327
North Dakota State Investment Board
North Dakota
$326K
CFA
328
Capstone Financial Advisors
Illinois
$321K
XT
329
XTX Topco
Cayman Islands
$321K
ECM
330
Evergreen Capital Management
Washington
$316K
Osaic Holdings
331
Osaic Holdings
Arizona
$312K
LNWTC
332
Laird Norton Wetherby Trust Company
Washington
$311K
PA
333
Profund Advisors
Maryland
$310K
WMA
334
West Michigan Advisors
Michigan
$309K
CWM
335
Chicago Wealth Management
Illinois
$302K
QCM
336
QRG Capital Management
Illinois
$301K
CL
337
Choreo LLC
Illinois
$299K
HNB
338
Huntington National Bank
Ohio
$299K
VWM
339
Venturi Wealth Management
Texas
$296K
BPA
340
Beacon Pointe Advisors
California
$291K
CC
341
Chicago Capital
Illinois
$283K
KBC Group
342
KBC Group
Belgium
$281K
PWP
343
Perfromance Wealth Partners
Illinois
$280K
CAG
344
Csenge Advisory Group
Florida
$279K
BHPW
345
Beverly Hills Private Wealth
California
$279K
NA
346
NewEdge Advisors
Louisiana
$275K
WCA
347
Westover Capital Advisors
Delaware
$273K
OC
348
Oppenheimer & Co
New York
$273K
FB
349
Fulton Bank
Pennsylvania
$272K
CIBC Asset Management
350
CIBC Asset Management
Ontario, Canada
$268K