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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
6.38%
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
PWM
326
Paulson Wealth Management
Illinois
$343K
PP
327
Prudential plc
United Kingdom
$343K +$30.5K +229 +10%
CGH
328
Crossmark Global Holdings
Texas
$337K -$96K -722 -23%
SCM
329
Shelton Capital Management
Colorado
$330K
NDSIB
330
North Dakota State Investment Board
North Dakota
$326K +$310K +2,334 New
CFA
331
Capstone Financial Advisors
Illinois
$321K
XT
332
XTX Topco
Cayman Islands
$321K +$306K +2,298 New
ECM
333
Evergreen Capital Management
Washington
$316K -$124K -931 -29%
Osaic Holdings
334
Osaic Holdings
Arizona
$312K -$5.64M -42,397 -95%
LNWTC
335
Laird Norton Wetherby Trust Company
Washington
$311K +$295K +2,221 New
PA
336
Profund Advisors
Maryland
$310K -$15.7K -118 -5%
WMA
337
West Michigan Advisors
Michigan
$309K -$399 -3 -0.1%
CWM
338
Chicago Wealth Management
Illinois
$302K
QCM
339
QRG Capital Management
Illinois
$301K +$70.2K +528 +33%
CL
340
Choreo LLC
Illinois
$299K +$9.18K +69 +3%
HNB
341
Huntington National Bank
Ohio
$299K -$138K -1,035 -33%
VWM
342
Venturi Wealth Management
Texas
$296K +$2K +15 +0.7%
BPA
343
Beacon Pointe Advisors
California
$291K +$277K +2,083 New
CC
344
Chicago Capital
Illinois
$283K
KBC Group
345
KBC Group
Belgium
$281K
PWP
346
Perfromance Wealth Partners
Illinois
$280K
CAG
347
Csenge Advisory Group
Florida
$279K +$4.79K +36 +2%
BHPW
348
Beverly Hills Private Wealth
California
$279K -$4.92K -37 -2%
NA
349
NewEdge Advisors
Louisiana
$275K +$183K +1,376 +234%
WCA
350
Westover Capital Advisors
Delaware
$273K -$399 -3 -0.2%