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Wintrust Financial

524 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 153 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 476524 (+48)

7% more capital invested

Capital invested by funds: $8.44B → $9B (+$555M)

0.79% more ownership

Funds ownership: 95.28%96.07% (+0.79%)

21% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 194

Holders
524
Holders Change
+48
Holders Change %
+10.08%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
96
Increased
153
Reduced
194
Closed
41
Calls
$769K
Puts
Net Calls
+$769K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
MEG
426
Millstone Evans Group
Colorado
$48.7K
EWA
427
EverSource Wealth Advisors
Alabama
$45.6K -$9.18K -69 -17%
AA
428
Ancora Advisors
Ohio
$42.2K +$27.5K +207 +218%
Los Angeles Capital Management
429
Los Angeles Capital Management
California
$40.7K +$42.4K +319 New
SFG
430
Strive Financial Group
Indiana
$39K +$37.1K +279 New
C
431
Covestor
United Kingdom
$39K -$17.6K -132 -32%
PTC
432
Private Trust Company
Ohio
$38.6K +$3.99K +30 +12%
WT
433
Whittier Trust
California
$37.6K
KFAS
434
Keating Financial Advisory Services
Kansas
$35K +$33.2K +250 New
RFP
435
Root Financial Partners
California
$34.3K +$5.59K +42 +21%
HI
436
Harbour Investments
Wisconsin
$33.6K +$13.4K +101 +73%
PPC
437
Park Place Capital
Alabama
$32.4K
CFD
438
Creative Financial Designs
Indiana
$32K +$21.3K +160 +232%
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$31.5K -$8.51K -64 -22%
EW
440
Elyxium Wealth
California
$31.5K +$29.9K +225 New
RCM
441
Raleigh Capital Management
North Carolina
$29.4K -$798 -6 -3%
MPW
442
MASECO Private Wealth
$28.1K +$133 +1 +0.5%
NS
443
NBC Securities
Alabama
$26.1K
Barrow, Hanley, Mewhinney & Strauss
444
Barrow, Hanley, Mewhinney & Strauss
Texas
$24.2K
Mitsubishi UFJ Asset Management
445
Mitsubishi UFJ Asset Management
Japan
$24.1K
HHCP
446
Hilton Head Capital Partners
South Carolina
$23.5K +$22.3K +168 New
BIA
447
Bell Investment Advisors
California
$23.2K +$8.24K +62 +60%
CAL
448
Capital Advisors Ltd
Ohio
$23K
WIM
449
Westside Investment Management
California
$22.8K
GWP
450
Gen-Wealth Partners
Michigan
$21K -$6.12K -46 -23%