We are live on ! Find out more
WTFC icon

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
ACM
326
Arcataur Capital Management
Wisconsin
$202K
SC
327
Savant Capital
Illinois
$200K +$220K +1,782 New
TPCW
328
TD Private Client Wealth
New York
$188K -$8.9K -72 -4%
ETC
329
Exchange Traded Concepts
Oklahoma
$184K +$186K +1,506 +1,132%
TFGT
330
TS Financial Group (TSFG)
Illinois
$175K
CNBT
331
Cornerstone National Bank & Trust
Illinois
$169K
IA
332
IFP Advisors
Florida
$160K -$124 -1 -0.1%
LI
333
LRI Investments
Florida
$142K -$38.9K -315 -20%
Carson Wealth (CWM LLC)
334
Carson Wealth (CWM LLC)
Nebraska
$138K +$7.42K +60 +5%
PFBT
335
Parkside Financial Bank & Trust
Missouri
$129K -$24.1K -195 -14%
DFA
336
DHJJ Financial Advisors
Illinois
$116K
RFA
337
Reyes Financial Architecture
California
$104K +$28.5K +231 +33%
BIG
338
Brooklyn Investment Group
New York
$104K +$44K +356 +63%
WTC
339
WhitTier Trust Company
Nevada
$101K +$2.47K +20 +2%
UB
340
UMB Bank
Missouri
$98.1K +$24.1K +195 +29%
PS
341
Principal Securities
Iowa
$88.7K
MCM
342
MAI Capital Management
Ohio
$81.9K +$247 +2 +0.3%
TCOV
343
Trust Company of Vermont
Vermont
$78.3K
Jones Financial Companies
344
Jones Financial Companies
Missouri
$77.3K +$618 +5 +0.7%
PMFA
345
Plante Moran Financial Advisors
Michigan
$77K -$46.8K -379 -36%
SC
346
Steph & Co
Wisconsin
$72.5K
CI Investments Inc
347
CI Investments Inc
Ontario, Canada
$70K -$8.77K -71 -10%
AAP
348
Arax Advisory Partners
Colorado
$68.9K +$15.6K +126 +26%
FHA
349
First Horizon Advisors
Tennessee
$67.8K +$4.57K +37 +7%
VCM
350
Versant Capital Management
Arizona
$66.8K +$6.8K +55 +10%