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Wintrust Financial

468 hedge funds and large institutions have $8.03B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 66 funds opening new positions, 182 increasing their positions, 155 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
468
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$2.06M
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNW
426
High Note Wealth
Minnesota
$5.7K
TWD
427
True Wealth Design
Ohio
$5.58K
RAM
428
Riggs Asset Management
Pennsylvania
$5.46K
NEWAS
429
N.E.W. Advisory Services
Wisconsin
$5.46K
NC
430
NewSquare Capital
Pennsylvania
$5.46K
MSFP
431
Mark Sheptoff Financial Planning
Connecticut
$5.46K
SC
432
SouthState Corp
Florida
$5.33K
S
433
Sachetta
Massachusetts
$4.59K
RWS
434
Retirement Wealth Solutions
Wisconsin
$4.22K
HWP
435
Highline Wealth Partners
California
$4.09K
AW
436
Avion Wealth
Texas
$4K
MHR
437
Matthew Hamilton Rosenberg
$3.84K
CIA
438
Cape Investment Advisory
Georgia
$3.72K
FFO
439
Fortitude Family Office
Arizona
$3.47K
BCWM
440
Bartlett & Co Wealth Management
Ohio
$2.98K
PA
441
Pineridge Advisors
Missouri
$2.88K
CFB
442
Cullen/Frost Bankers
Texas
$2.78K
GEA
443
Glen Eagle Advisors
New Jersey
$2.75K
BWL
444
Bogart Wealth LLC
Virginia
$2.73K
LFG
445
Larson Financial Group
Missouri
$2.11K
Simplex Trading
446
Simplex Trading
Illinois
$2K
HFS
447
Hughes Financial Services
Virginia
$1.88K
DPW
448
DiNuzzo Private Wealth
Pennsylvania
$1.74K
SO
449
Sierra Ocean
California
$1.61K
RWM
450
Rialto Wealth Management
New York
$1.24K