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Wintrust Financial

516 hedge funds and large institutions have $8.99B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 151 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: $ → $

0.75% more ownership

Funds ownership: 95.27%96.02% (+0.75%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
516
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
SFG
426
Strive Financial Group
Indiana
$39K
C
427
Covestor
United Kingdom
$39K
PTC
428
Private Trust Company
Ohio
$38.6K
WT
429
Whittier Trust
California
$37.6K
KFAS
430
Keating Financial Advisory Services
Kansas
$35K
RFP
431
Root Financial Partners
California
$34.3K
HI
432
Harbour Investments
Wisconsin
$33.6K
PPC
433
Park Place Capital
Alabama
$32.4K
CFD
434
Creative Financial Designs
Indiana
$32K
MPWT
435
MassMutual Private Wealth & Trust
Connecticut
$31.5K
EW
436
Elyxium Wealth
California
$31.5K
RCM
437
Raleigh Capital Management
North Carolina
$29.4K
MPW
438
MASECO Private Wealth
$28.1K
NS
439
NBC Securities
Alabama
$26.1K
Barrow, Hanley, Mewhinney & Strauss
440
Barrow, Hanley, Mewhinney & Strauss
Texas
$24.2K
Mitsubishi UFJ Asset Management
441
Mitsubishi UFJ Asset Management
Japan
$24.1K
HHCP
442
Hilton Head Capital Partners
South Carolina
$23.5K
BIA
443
Bell Investment Advisors
California
$23.2K
CAL
444
Capital Advisors Ltd
Ohio
$23K
WIM
445
Westside Investment Management
California
$22.8K
GWP
446
Gen-Wealth Partners
Michigan
$21K
KFI
447
Key Financial Inc
Pennsylvania
$19.4K
SL
448
Salomon & Ludwin
Virginia
$19.3K
SAG
449
SageView Advisory Group
California
$19K
CFB
450
Cullen/Frost Bankers
Texas
$18.7K