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Wintrust Financial

516 hedge funds and large institutions have $8.99B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 151 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: $ → $

0.75% more ownership

Funds ownership: 95.27%96.02% (+0.75%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

Holders
516
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
BW
451
Basepoint Wealth
Iowa
$18.6K
PCM
452
Peregrine Capital Management
Minnesota
$17.6K
SWM
453
Spire Wealth Management
Virginia
$17.2K
WA
454
WPG Advisers
Maryland
$16.8K
CA
455
CoreCap Advisors
Michigan
$16.1K
PWAM
456
Private Wealth Asset Management
Iowa
$15.9K
CPG
457
Cornerstone Planning Group
New Jersey
$15.3K
FHC
458
First Horizon Corporation
Tennessee
$13K
TFA
459
Transamerica Financial Advisors
Florida
$12.8K
TWD
460
True Wealth Design
Ohio
$12K
BBHC
461
Brown Brothers Harriman & Co
New York
$10.3K
JWA
462
JFS Wealth Advisors
Pennsylvania
$10.1K
PWMG
463
Private Wealth Management Group
New Jersey
$9.93K
KG
464
Kilter Group
New York
$9.23K
SIS
465
Sound Income Strategies
Florida
$8.43K
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$8.25K
SIC
467
SJS Investment Consulting
Ohio
$7.69K
SEP
468
Signature Equity Partners
Ohio
$7.32K
CIA
469
Cape Investment Advisory
Georgia
$7.13K
WWM
470
Wolff Wiese Magana
California
$6.71K
LFG
471
Larson Financial Group
Missouri
$6.57K
ECA
472
Elevated Capital Advisors
Utah
$6.57K
HNW
473
High Note Wealth
Minnesota
$6.43K
AG
474
AmeriFlex Group
Nevada
$6.29K
NEWAS
475
N.E.W. Advisory Services
Wisconsin
$6.15K