WTFC icon

Wintrust Financial

519 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 152 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: 95.27%96.06% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 194

Holders
519
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
FB
351
Fulton Bank
Pennsylvania
$272K
CIBC Asset Management
352
CIBC Asset Management
Ontario, Canada
$268K
DCA
353
DB&C Advisors
Michigan
$267K
PNC
354
Park National Corp
Ohio
$265K
FTWA
355
Fifth Third Wealth Advisors
Ohio
$260K
AAP
356
Arax Advisory Partners
Colorado
$259K
RWM
357
Ritholtz Wealth Management
New York
$258K
FZCM
358
Flynn Zito Capital Management
New York
$256K
IWC
359
Integrated Wealth Concepts
Massachusetts
$249K
AFG
360
Atomi Financial Group
New York
$248K
HWM
361
HB Wealth Management
Georgia
$247K
GI
362
GAMMA Investing
California
$245K
ETC
363
Exchange Traded Concepts
Oklahoma
$245K
AT
364
American Trust
Kentucky
$242K
FSA
365
Fort Sheridan Advisors
Illinois
$240K
Bessemer Group
366
Bessemer Group
New Jersey
$239K
Citadel Advisors
367
Citadel Advisors
Florida
$238K
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$238K
SC
369
SummitTX Capital
Texas
$237K
PWP
370
Phillips Wealth Planners
Mississippi
$236K
HH
371
Hilltop Holdings
Texas
$230K
DWM
372
Drive Wealth Management
Utah
$229K
PWM
373
Perigon Wealth Management
California
$227K
BWAM
374
Blue Water Asset Management
Michigan
$227K
RWMH
375
Riverpoint Wealth Management Holdings
Illinois
$224K