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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
PWMG
401
Private Wealth Management Group
New Jersey
$7.99K
HWM
402
Hemington Wealth Management
Virginia
$7K +$1.61K +13 +22%
SIS
403
Sound Income Strategies
Florida
$6.42K
WSFS
404
Wilmington Savings Fund Society
Delaware
$6.41K -$989 -8 -12%
JWA
405
JFS Wealth Advisors
Pennsylvania
$5.62K
SC
406
SouthState Corp
Florida
$5.62K +$6.18K +50 New
WWM
407
Wolff Wiese Magana
California
$5.4K
HNW
408
High Note Wealth
Minnesota
$5.17K
FMII
409
Farmers & Merchants Investments Inc
Nebraska
$5.17K +$2.6K +21 +84%
HFS
410
Hantz Financial Services
Michigan
$5K +$4.33K +35 +292%
NEWAS
411
N.E.W. Advisory Services
Wisconsin
$4.95K +$5.44K +44 New
NC
412
NewSquare Capital
Pennsylvania
$4.61K +$4.57K +37 +925%
CA
413
Continuum Advisory
Idaho
$4.5K -$371 -3 -7%
WT
414
Washington Trust
Rhode Island
$4.16K
RWS
415
Retirement Wealth Solutions
Wisconsin
$3.82K +$4.2K +34 New
HWP
416
Highline Wealth Partners
California
$3.71K +$4.08K +33 New
MHR
417
Matthew Hamilton Rosenberg
$3.49K
S
418
Sachetta
Massachusetts
$2.7K
CFB
419
Cullen/Frost Bankers
Texas
$2.62K -$247 -2 -8%
PA
420
Pineridge Advisors
Missouri
$2.6K
TWD
421
True Wealth Design
Ohio
$2.59K +$2.84K +23 New
GEA
422
Glen Eagle Advisors
New Jersey
$2.49K
Optiver Holding
423
Optiver Holding
Netherlands
$2.47K +$2.72K +22 New
CTWM
424
Cherry Tree Wealth Management
Minnesota
$2.02K +$2.22K +18 New
BWL
425
Bogart Wealth LLC
Virginia
$1.91K -$2.6K -21 -55%