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Wintrust Financial

523 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 153 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: $ → $

0.79% 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
523
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
MEG
426
Millstone Evans Group
Colorado
$48.7K
EWA
427
EverSource Wealth Advisors
Alabama
$45.6K
AA
428
Ancora Advisors
Ohio
$42.2K
Los Angeles Capital Management
429
Los Angeles Capital Management
California
$40.7K
SFG
430
Strive Financial Group
Indiana
$39K
C
431
Covestor
United Kingdom
$39K
PTC
432
Private Trust Company
Ohio
$38.6K
WT
433
Whittier Trust
California
$37.6K
KFAS
434
Keating Financial Advisory Services
Kansas
$35K
RFP
435
Root Financial Partners
California
$34.3K
HI
436
Harbour Investments
Wisconsin
$33.6K
PPC
437
Park Place Capital
Alabama
$32.4K
CFD
438
Creative Financial Designs
Indiana
$32K
MPWT
439
MassMutual Private Wealth & Trust
Connecticut
$31.5K
EW
440
Elyxium Wealth
California
$31.5K
RCM
441
Raleigh Capital Management
North Carolina
$29.4K
MPW
442
MASECO Private Wealth
$28.1K
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
BIA
447
Bell Investment Advisors
California
$23.2K
CAL
448
Capital Advisors Ltd
Ohio
$23K
WIM
449
Westside Investment Management
California
$22.8K
GWP
450
Gen-Wealth Partners
Michigan
$21K