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Wintrust Financial

519 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 94 funds opening new positions, 152 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: 95.27%96.06% (+0.79%)

22% less repeat investments, than reductions

Existing positions increased: 152 | Existing positions reduced: 194

Holders
519
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
EWA
426
EverSource Wealth Advisors
Alabama
$45.6K
AA
427
Ancora Advisors
Ohio
$42.2K
Los Angeles Capital Management
428
Los Angeles Capital Management
California
$40.7K
SFG
429
Strive Financial Group
Indiana
$39K
C
430
Covestor
United Kingdom
$39K
PTC
431
Private Trust Company
Ohio
$38.6K
WT
432
Whittier Trust
California
$37.6K
KFAS
433
Keating Financial Advisory Services
Kansas
$35K
RFP
434
Root Financial Partners
California
$34.3K
HI
435
Harbour Investments
Wisconsin
$33.6K
PPC
436
Park Place Capital
Alabama
$32.4K
CFD
437
Creative Financial Designs
Indiana
$32K
MPWT
438
MassMutual Private Wealth & Trust
Connecticut
$31.5K
EW
439
Elyxium Wealth
California
$31.5K
RCM
440
Raleigh Capital Management
North Carolina
$29.4K
MPW
441
MASECO Private Wealth
$28.1K
NS
442
NBC Securities
Alabama
$26.1K
Barrow, Hanley, Mewhinney & Strauss
443
Barrow, Hanley, Mewhinney & Strauss
Texas
$24.2K
Mitsubishi UFJ Asset Management
444
Mitsubishi UFJ Asset Management
Japan
$24.1K
HHCP
445
Hilton Head Capital Partners
South Carolina
$23.5K
BIA
446
Bell Investment Advisors
California
$23.2K
CAL
447
Capital Advisors Ltd
Ohio
$23K
WIM
448
Westside Investment Management
California
$22.8K
GWP
449
Gen-Wealth Partners
Michigan
$21K
KFI
450
Key Financial Inc
Pennsylvania
$19.4K