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Wintrust Financial

464 hedge funds and large institutions have $8.03B invested in Wintrust Financial in 2025 Q2 according to their latest regulatory filings, with 65 funds opening new positions, 182 increasing their positions, 153 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
464
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
NC
426
NewSquare Capital
Pennsylvania
$5.46K
MSFP
427
Mark Sheptoff Financial Planning
Connecticut
$5.46K
SC
428
SouthState Corp
Florida
$5.33K
S
429
Sachetta
Massachusetts
$4.59K
RWS
430
Retirement Wealth Solutions
Wisconsin
$4.22K
HWP
431
Highline Wealth Partners
California
$4.09K
AW
432
Avion Wealth
Texas
$4K
MHR
433
Matthew Hamilton Rosenberg
$3.84K
CIA
434
Cape Investment Advisory
Georgia
$3.72K
FFO
435
Fortitude Family Office
Arizona
$3.47K
BCWM
436
Bartlett & Co Wealth Management
Ohio
$2.98K
PA
437
Pineridge Advisors
Missouri
$2.88K
CFB
438
Cullen/Frost Bankers
Texas
$2.78K
GEA
439
Glen Eagle Advisors
New Jersey
$2.75K
BWL
440
Bogart Wealth LLC
Virginia
$2.73K
LFG
441
Larson Financial Group
Missouri
$2.11K
Simplex Trading
442
Simplex Trading
Illinois
$2K
HFS
443
Hughes Financial Services
Virginia
$1.88K
DPW
444
DiNuzzo Private Wealth
Pennsylvania
$1.74K
SO
445
Sierra Ocean
California
$1.61K
RWM
446
Rialto Wealth Management
New York
$1.24K
SIC
447
SJS Investment Consulting
Ohio
$1.12K
BGAI
448
Bruce G. Allen Investments
Colorado
$992
RF
449
Rossby Financial
Florida
$992
PWA
450
Principia Wealth Advisory
Texas
$868