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Wintrust Financial

519 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 152 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: 95.27%96.06% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 194

Holders
519
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
MCM
401
MAI Capital Management
Ohio
$154K
DFA
402
DHJJ Financial Advisors
Illinois
$144K
UB
403
UMB Bank
Missouri
$143K
WTC
404
WhitTier Trust Company
Nevada
$132K
PA
405
Parallel Advisors
California
$127K
PFBT
406
Parkside Financial Bank & Trust
Missouri
$118K
A
407
AlphaQuest
New York
$115K
DB
408
Danske Bank
Denmark
$112K
LI
409
LRI Investments
Florida
$107K
Jones Financial Companies
410
Jones Financial Companies
Missouri
$104K
PWPS
411
Pinnacle Wealth Planning Services
Ohio
$100K
PMFA
412
Plante Moran Financial Advisors
Michigan
$95.8K
SAM
413
Smartleaf Asset Management
Massachusetts
$93.4K
TCOV
414
Trust Company of Vermont
Vermont
$88.6K
AF
415
Allworth Financial
California
$81K
RFA
416
Reyes Financial Architecture
California
$78K
HFS
417
Hantz Financial Services
Michigan
$78K
Nomura Asset Management
418
Nomura Asset Management
Japan
$72.7K
QC
419
Quent Capital
New York
$67K
Acadian Asset Management
420
Acadian Asset Management
Massachusetts
$60K
TM
421
Torren Management
California
$53.3K
RFG
422
REAP Financial Group
Texas
$52.1K
RFS
423
Richardson Financial Services
Massachusetts
$51.2K
SWM
424
SHP Wealth Management
Massachusetts
$49.3K
MEG
425
Millstone Evans Group
Colorado
$48.7K