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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
TPCW
401
TD Private Client Wealth
New York
$159K -$12.6K -95 -8%
MCM
402
MAI Capital Management
Ohio
$154K +$41K +308 +39%
DFA
403
DHJJ Financial Advisors
Illinois
$144K
UB
404
UMB Bank
Missouri
$143K +$4.12K +31 +3%
WTC
405
WhitTier Trust Company
Nevada
$132K
PA
406
Parallel Advisors
California
$127K +$73.1K +550 +154%
PFBT
407
Parkside Financial Bank & Trust
Missouri
$118K +$2.93K +22 +3%
A
408
AlphaQuest
New York
$115K -$246K -1,849 -69%
DB
409
Danske Bank
Denmark
$112K
LI
410
LRI Investments
Florida
$107K -$35.4K -266 -26%
Jones Financial Companies
411
Jones Financial Companies
Missouri
$104K -$37.6K -283 -28%
PWPS
412
Pinnacle Wealth Planning Services
Ohio
$100K +$95.5K +718 New
PMFA
413
Plante Moran Financial Advisors
Michigan
$95.8K
SAM
414
Smartleaf Asset Management
Massachusetts
$93.4K -$1.46K -11 -2%
TCOV
415
Trust Company of Vermont
Vermont
$88.6K +$1.06K +8 +1%
AF
416
Allworth Financial
California
$81K -$665 -5 -0.9%
RFA
417
Reyes Financial Architecture
California
$78K -$665 -5 -0.9%
HFS
418
Hantz Financial Services
Michigan
$78K +$21.1K +159 +40%
Nomura Asset Management
419
Nomura Asset Management
Japan
$72.7K
QC
420
Quent Capital
New York
$67K +$22.2K +167 +54%
Acadian Asset Management
421
Acadian Asset Management
Massachusetts
$60K
TM
422
Torren Management
California
$53.3K +$50.7K +381 New
RFG
423
REAP Financial Group
Texas
$52.1K +$6.92K +52 +16%
RFS
424
Richardson Financial Services
Massachusetts
$51.2K +$7.18K +54 +17%
SWM
425
SHP Wealth Management
Massachusetts
$49.3K +$46.9K +353 New