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Wintrust Financial

523 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 153 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: 95.28%96.07% (+0.79%)

21% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 194

Holders
523
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
RWMH
376
Riverpoint Wealth Management Holdings
Illinois
$224K
FAC
377
Financial Advisory Corporation
Michigan
$224K
VAMG
378
Voisard Asset Management Group
Michigan
$223K
OL
379
Optas LLC
Texas
$222K
TFGT
380
TS Financial Group (TSFG)
Illinois
$218K
MYAM
381
Meiji Yasuda Asset Management
Japan
$218K
BIG
382
Brooklyn Investment Group
New York
$213K
LI
383
LVZ Inc
Michigan
$213K
BFO
384
Boston Family Office
Massachusetts
$210K
CNBT
385
Cornerstone National Bank & Trust
Illinois
$210K
HIC
386
Hartline Investment Corp
Illinois
$210K
SCA
387
Stonebridge Capital Advisors
Minnesota
$210K
NW
388
NewEdge Wealth
Pennsylvania
$210K
CCA
389
Clearwater Capital Advisors
Illinois
$208K
BAAM
390
Baker Avenue Asset Management
California
$207K
AWM
391
Accurate Wealth Management
Florida
$206K
CPIG
392
Chicago Partners Investment Group
Illinois
$205K
HPC
393
HM Payson & Co
Maine
$203K
OCA
394
OpenArc Corporate Advisory
Georgia
$203K
IA
395
IFP Advisors
Florida
$202K
DSC
396
Daytona Street Capital
Missouri
$189K
FFA
397
Farther Finance Advisors
California
$186K
KAS
398
Kestra Advisory Services
Texas
$182K
VCM
399
Versant Capital Management
Arizona
$165K
ACM
400
Aster Capital Management
United Arab Emirates
$159K