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Wintrust Financial

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
ETC
326
Exchange Traded Concepts
Oklahoma
$184K +$169K +1,506 +1,132%
TFGT
327
TS Financial Group (TSFG)
Illinois
$175K
IA
328
IFP Advisors
Florida
$160K -$112 -1 -0.1%
LI
329
LRI Investments
Florida
$142K -$35.4K -315 -20%
Carson Wealth (CWM LLC)
330
Carson Wealth (CWM LLC)
Nebraska
$138K +$6.74K +60 +5%
PFBT
331
Parkside Financial Bank & Trust
Missouri
$129K -$21.9K -195 -14%
DFA
332
DHJJ Financial Advisors
Illinois
$116K
RFA
333
Reyes Financial Architecture
California
$104K +$26K +231 +33%
BIG
334
Brooklyn Investment Group
New York
$104K +$40K +356 +63%
WTC
335
WhitTier Trust Company
Nevada
$101K +$2.25K +20 +2%
UB
336
UMB Bank
Missouri
$98.1K +$21.9K +195 +29%
PS
337
Principal Securities
Iowa
$88.7K
MCM
338
MAI Capital Management
Ohio
$81.9K +$225 +2 +0.3%
TCOV
339
Trust Company of Vermont
Vermont
$78.3K
Jones Financial Companies
340
Jones Financial Companies
Missouri
$77.3K +$561 +5 +0.7%
PMFA
341
Plante Moran Financial Advisors
Michigan
$77K -$42.6K -379 -36%
SC
342
Steph & Co
Wisconsin
$72.5K
CI Investments Inc
343
CI Investments Inc
Ontario, Canada
$70K -$7.94K -71 -10%
AAP
344
Arax Advisory Partners
Colorado
$68.9K +$14.2K +126 +26%
FHA
345
First Horizon Advisors
Tennessee
$67.8K +$4.16K +37 +7%
VCM
346
Versant Capital Management
Arizona
$66.8K +$6.19K +55 +10%
PA
347
Parallel Advisors
California
$66.7K +$16.9K +150 +34%
GWM
348
Geneos Wealth Management
Colorado
$63.5K +$49.1K +437 +341%
Nomura Asset Management
349
Nomura Asset Management
Japan
$58.5K
SAM
350
Smartleaf Asset Management
Massachusetts
$58K +$5.61K +50 +11%