We are live on ! Find out more
WTFC icon

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
PPC
376
Park Place Capital
Alabama
$26.1K +$26.6K +215 +1,265%
PMAM
377
Picton Mahoney Asset Management
Ontario, Canada
$24K +$26.7K +216 New
NS
378
NBC Securities
Alabama
$23K +$25.8K +209 New
MPWT
379
MassMutual Private Wealth & Trust
Connecticut
$21.3K +$9.76K +79 +72%
Barrow, Hanley, Mewhinney & Strauss
380
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.5K -$3.71K -30 -15%
Mitsubishi UFJ Asset Management
381
Mitsubishi UFJ Asset Management
Japan
$19K
CAL
382
Capital Advisors Ltd
Ohio
$19K
ABWM
383
Alpine Bank Wealth Management
Colorado
$18.2K +$20K +162 New
GWP
384
Gen-Wealth Partners
Michigan
$16.6K
RA
385
Rise Advisors
New York
$16.1K -$7.54K -61 -30%
KFI
386
Key Financial Inc
Pennsylvania
$15.6K
BBHC
387
Brown Brothers Harriman & Co
New York
$15.2K
WA
388
WPG Advisers
Maryland
$14.2K +$1.85K +15 +14%
PCM
389
Peregrine Capital Management
Minnesota
$13.9K
PWAM
390
Private Wealth Asset Management
Iowa
$12.8K +$14.1K +114 New
CPG
391
Cornerstone Planning Group
New Jersey
$12.2K +$14K +113 New
HCP
392
Hexagon Capital Partners
Arkansas
$11.7K -$371 -3 -3%
BIA
393
Bell Investment Advisors
California
$11.7K
CA
394
CoreCap Advisors
Michigan
$11.4K +$3.83K +31 +44%
RFG
395
REAP Financial Group
Texas
$11.2K +$4.7K +38 +61%
BC
396
Bayforest Capital
United Kingdom
$10.6K +$11.6K +94 New
CFD
397
Creative Financial Designs
Indiana
$9.9K +$2.35K +19 +28%
EWA
398
EverSource Wealth Advisors
Alabama
$9K -$1.24K -10 -11%
MG
399
Mather Group
Illinois
$8.44K
RFS
400
Richardson Financial Services
Massachusetts
$7.99K -$4.08K -33 -32%