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Wintrust Financial

523 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 153 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: $ → $

0.79% 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
523
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
PWM
326
Paulson Wealth Management
Illinois
$343K
PP
327
Prudential plc
United Kingdom
$343K
CGH
328
Crossmark Global Holdings
Texas
$337K
SCM
329
Shelton Capital Management
Colorado
$330K
NDSIB
330
North Dakota State Investment Board
North Dakota
$326K
CFA
331
Capstone Financial Advisors
Illinois
$321K
XT
332
XTX Topco
Cayman Islands
$321K
ECM
333
Evergreen Capital Management
Washington
$316K
Osaic Holdings
334
Osaic Holdings
Arizona
$312K
LNWTC
335
Laird Norton Wetherby Trust Company
Washington
$311K
PA
336
Profund Advisors
Maryland
$310K
WMA
337
West Michigan Advisors
Michigan
$309K
CWM
338
Chicago Wealth Management
Illinois
$302K
QCM
339
QRG Capital Management
Illinois
$301K
CL
340
Choreo LLC
Illinois
$299K
HNB
341
Huntington National Bank
Ohio
$299K
VWM
342
Venturi Wealth Management
Texas
$296K
BPA
343
Beacon Pointe Advisors
California
$291K
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
BHPW
348
Beverly Hills Private Wealth
California
$279K
NA
349
NewEdge Advisors
Louisiana
$275K
WCA
350
Westover Capital Advisors
Delaware
$273K