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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
PA
351
Parallel Advisors
California
$66.7K +$18.5K +150 +34%
GWM
352
Geneos Wealth Management
Colorado
$63.5K +$54K +437 +341%
Nomura Asset Management
353
Nomura Asset Management
Japan
$58.5K
SAM
354
Smartleaf Asset Management
Massachusetts
$58K +$6.18K +50 +11%
Bessemer Group
355
Bessemer Group
New Jersey
$57K -$3.46K -28 -5%
FFA
356
Farther Finance Advisors
California
$56.2K +$4.82K +39 +8%
LC
357
Lindbrook Capital
California
$55K +$4.33K +35 +8%
NA
358
NewEdge Advisors
Louisiana
$54.6K -$317K -2,569 -84%
BAMF
359
BI Asset Management Fondsmaeglerselskab
Denmark
$53K +$58.5K +473 New
Acadian Asset Management
360
Acadian Asset Management
Massachusetts
$48K
SW
361
SVB Wealth
Massachusetts
$47.5K +$52.2K +422 New
C
362
Covestor
United Kingdom
$40K -$34.6K -280 -44%
QC
363
Quent Capital
New York
$39.7K +$3.46K +28 +9%
MEG
364
Millstone Evans Group
Colorado
$39.1K
AF
365
Allworth Financial
California
$39.1K +$2.97K +24 +7%
HI
366
Harbour Investments
Wisconsin
$38.8K -$124 -1 -0.3%
OWA
367
Opal Wealth Advisors
New York
$38.5K +$42.3K +342 New
WF
368
Wayfinding Financial
Washington
$36K +$40.7K +329 New
QL
369
Quarry LP
New York
$34.5K -$39.1K -316 -51%
A
370
AlphaQuest
New York
$33.4K +$36.7K +297 New
WT
371
Whittier Trust
California
$30.6K -$9.14K -74 -21%
CA
372
Clearstead Advisors
Ohio
$29.5K -$2.6K -21 -7%
RCM
373
Raleigh Capital Management
North Carolina
$27.9K -$1.48K -12 -5%
PTC
374
Private Trust Company
Ohio
$27.8K +$2.47K +20 +9%
AAM
375
Advisors Asset Management
Colorado
$26.5K +$29.2K +236 New