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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
DCA
351
DB&C Advisors
Michigan
$267K
PNC
352
Park National Corp
Ohio
$265K
FTWA
353
Fifth Third Wealth Advisors
Ohio
$260K
AAP
354
Arax Advisory Partners
Colorado
$259K
RWM
355
Ritholtz Wealth Management
New York
$258K
FZCM
356
Flynn Zito Capital Management
New York
$256K
IWC
357
Integrated Wealth Concepts
Massachusetts
$249K
AFG
358
Atomi Financial Group
New York
$248K
HWM
359
HB Wealth Management
Georgia
$247K
GI
360
GAMMA Investing
California
$245K
ETC
361
Exchange Traded Concepts
Oklahoma
$245K
AT
362
American Trust
Kentucky
$242K
FSA
363
Fort Sheridan Advisors
Illinois
$240K
Bessemer Group
364
Bessemer Group
New Jersey
$239K
Citadel Advisors
365
Citadel Advisors
Florida
$238K
Carson Wealth (CWM LLC)
366
Carson Wealth (CWM LLC)
Nebraska
$238K
SC
367
SummitTX Capital
Texas
$237K
PWP
368
Phillips Wealth Planners
Mississippi
$236K
HH
369
Hilltop Holdings
Texas
$230K
DWM
370
Drive Wealth Management
Utah
$229K
PWM
371
Perigon Wealth Management
California
$227K
BWAM
372
Blue Water Asset Management
Michigan
$227K
RWMH
373
Riverpoint Wealth Management Holdings
Illinois
$224K
FAC
374
Financial Advisory Corporation
Michigan
$224K
VAMG
375
Voisard Asset Management Group
Michigan
$223K