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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
OL
376
Optas LLC
Texas
$222K
TFGT
377
TS Financial Group (TSFG)
Illinois
$218K
MYAM
378
Meiji Yasuda Asset Management
Japan
$218K
BIG
379
Brooklyn Investment Group
New York
$213K
LI
380
LVZ Inc
Michigan
$213K
BFO
381
Boston Family Office
Massachusetts
$210K
CNBT
382
Cornerstone National Bank & Trust
Illinois
$210K
HIC
383
Hartline Investment Corp
Illinois
$210K
SCA
384
Stonebridge Capital Advisors
Minnesota
$210K
NW
385
NewEdge Wealth
Pennsylvania
$210K
CCA
386
Clearwater Capital Advisors
Illinois
$208K
BAAM
387
Baker Avenue Asset Management
California
$207K
AWM
388
Accurate Wealth Management
Florida
$206K
CPIG
389
Chicago Partners Investment Group
Illinois
$205K
HPC
390
HM Payson & Co
Maine
$203K
OCA
391
OpenArc Corporate Advisory
Georgia
$203K
IA
392
IFP Advisors
Florida
$202K
DSC
393
Daytona Street Capital
Missouri
$189K
FFA
394
Farther Finance Advisors
California
$186K
KAS
395
Kestra Advisory Services
Texas
$182K
VCM
396
Versant Capital Management
Arizona
$165K
ACM
397
Aster Capital Management
United Arab Emirates
$159K
TPCW
398
TD Private Client Wealth
New York
$159K
MCM
399
MAI Capital Management
Ohio
$154K
DFA
400
DHJJ Financial Advisors
Illinois
$144K