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Wintrust Financial

524 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 153 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 476524 (+48)

7% more capital invested

Capital invested by funds: $8.44B → $9B (+$555M)

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
524
Holders Change
+48
Holders Change %
+10.08%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
96
Increased
153
Reduced
194
Closed
41
Calls
$769K
Puts
Net Calls
+$769K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
RWMH
376
Riverpoint Wealth Management Holdings
Illinois
$224K +$798 +6 +0.4%
FAC
377
Financial Advisory Corporation
Michigan
$224K -$16.5K -124 -7%
VAMG
378
Voisard Asset Management Group
Michigan
$223K +$212K +1,592 New
OL
379
Optas LLC
Texas
$222K +$211K +1,585 New
TFGT
380
TS Financial Group (TSFG)
Illinois
$218K
MYAM
381
Meiji Yasuda Asset Management
Japan
$218K
BIG
382
Brooklyn Investment Group
New York
$213K +$200K +1,507 New
LI
383
LVZ Inc
Michigan
$213K -$5.59K -42 -3%
BFO
384
Boston Family Office
Massachusetts
$210K +$199K +1,500 New
CNBT
385
Cornerstone National Bank & Trust
Illinois
$210K
HIC
386
Hartline Investment Corp
Illinois
$210K +$199K +1,500 New
SCA
387
Stonebridge Capital Advisors
Minnesota
$210K +$199K +1,500 New
NW
388
NewEdge Wealth
Pennsylvania
$210K +$199K +1,499 New
CCA
389
Clearwater Capital Advisors
Illinois
$208K +$198K +1,487 New
BAAM
390
Baker Avenue Asset Management
California
$207K +$197K +1,481 New
AWM
391
Accurate Wealth Management
Florida
$206K +$188K +1,414 New
CPIG
392
Chicago Partners Investment Group
Illinois
$205K +$187K +1,406 New
HPC
393
HM Payson & Co
Maine
$203K +$120K +900 +164%
OCA
394
OpenArc Corporate Advisory
Georgia
$203K +$193K +1,450 New
IA
395
IFP Advisors
Florida
$202K
DSC
396
Daytona Street Capital
Missouri
$189K +$180K +1,350 New
FFA
397
Farther Finance Advisors
California
$186K +$70.4K +529 +66%
KAS
398
Kestra Advisory Services
Texas
$182K +$173K +1,300 New
VCM
399
Versant Capital Management
Arizona
$165K +$26.2K +197 +20%
ACM
400
Aster Capital Management
United Arab Emirates
$159K +$151K +1,138 New