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Wintrust Financial

447 hedge funds and large institutions have $7.17B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 173 increasing their positions, 149 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
447
Holders Change
+7
Holders Change %
+1.59%
% of All Funds
6.07%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
62
Increased
173
Reduced
149
Closed
49
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Shares
Change %
Barrow, Hanley, Mewhinney & Strauss
376
Barrow, Hanley, Mewhinney & Strauss
Texas
$19.5K -$3.37K -30 -15%
Mitsubishi UFJ Asset Management
377
Mitsubishi UFJ Asset Management
Japan
$19K
CAL
378
Capital Advisors Ltd
Ohio
$19K
ABWM
379
Alpine Bank Wealth Management
Colorado
$18.2K +$18.2K +162 New
GWP
380
Gen-Wealth Partners
Michigan
$16.6K
RA
381
Rise Advisors
New York
$16.1K -$6.85K -61 -30%
KFI
382
Key Financial Inc
Pennsylvania
$15.6K
BBHC
383
Brown Brothers Harriman & Co
New York
$15.2K
WA
384
WPG Advisers
Maryland
$14.2K +$1.69K +15 +14%
PCM
385
Peregrine Capital Management
Minnesota
$13.9K
PWAM
386
Private Wealth Asset Management
Iowa
$12.8K +$12.8K +114 New
CPG
387
Cornerstone Planning Group
New Jersey
$12.2K +$12.2K +113 New
HCP
388
Hexagon Capital Partners
Arkansas
$11.7K -$337 -3 -3%
BIA
389
Bell Investment Advisors
California
$11.7K
CA
390
CoreCap Advisors
Michigan
$11.4K +$3.49K +31 +44%
RFG
391
REAP Financial Group
Texas
$11.2K +$4.26K +38 +61%
BC
392
Bayforest Capital
United Kingdom
$10.6K +$10.6K +94 New
CFD
393
Creative Financial Designs
Indiana
$9.9K +$2.14K +19 +28%
EWA
394
EverSource Wealth Advisors
Alabama
$9K -$1.13K -10 -11%
MG
395
Mather Group
Illinois
$8.44K
RFS
396
Richardson Financial Services
Massachusetts
$7.99K -$3.71K -33 -32%
PWMG
397
Private Wealth Management Group
New Jersey
$7.99K
HWM
398
Hemington Wealth Management
Virginia
$7K +$1.28K +13 +22%
SIS
399
Sound Income Strategies
Florida
$6.42K
WSFS
400
Wilmington Savings Fund Society
Delaware
$6.41K -$900 -8 -12%