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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
DPW
426
DiNuzzo Private Wealth
Pennsylvania
$1.8K +$371 +3 +23%
LFG
427
Larson Financial Group
Missouri
$1.8K
SIC
428
SJS Investment Consulting
Ohio
$1.69K
GFPC
429
Global Financial Private Client
Florida
$1.57K +$1.24K +10 +250%
HFS
430
Hughes Financial Services
Virginia
$1.57K +$1.73K +14 New
PWA
431
Provenance Wealth Advisors
Florida
$1.46K
SO
432
Sierra Ocean
California
$1.46K
BGAI
433
Bruce G. Allen Investments
Colorado
$1.01K -$371 -3 -25%
AWM
434
Activest Wealth Management
Florida
$1.01K +$1.11K +9 New
AW
435
Avion Wealth
Texas
$1K
BTD
436
BankPlus Trust Department
Mississippi
$787
RF
437
Rossby Financial
Florida
$776 +$865 +7 New
Amundi
438
Amundi
France
$699 -$1.61M -12,993 -100%
AF
439
Advisornet Financial
Minnesota
$675 +$247 +2 +50%
ACA
440
American Capital Advisory
Idaho
$675 +$741 +6 New
SS
441
SBI Securities
Japan
$562 -$124 -1 -17%
BFS
442
Bare Financial Services
Pennsylvania
$562 +$618 +5 New
CFO
443
CVA Family Office
Colorado
$450 +$494 +4 New
RJA
444
Ross\Johnson & Associates
Minnesota
$337 +$371 +3 New
PWA
445
Principia Wealth Advisory
Texas
$312 +$371 +3 New
MAS
446
MPWM Advisory Solutions
Georgia
$225
PWM
447
Parkworth Wealth Management
California
$225
GP
448
Greenline Partners
New York
$225 +$247 +2 New
HIA
449
HFM Investment Advisors
New Jersey
$225 +$247 +2 New
BHWM
450
Bay Harbor Wealth Management
Maryland
$224 +$247 +2 New