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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
KFI
451
Key Financial Inc
Pennsylvania
$19.4K
SL
452
Salomon & Ludwin
Virginia
$19.3K
SAG
453
SageView Advisory Group
California
$19K +$18.1K +136 New
CFB
454
Cullen/Frost Bankers
Texas
$18.7K +$3.46K +26 +24%
BW
455
Basepoint Wealth
Iowa
$18.6K +$17.7K +133 New
PCM
456
Peregrine Capital Management
Minnesota
$17.6K +$133 +1 +0.8%
SWM
457
Spire Wealth Management
Virginia
$17.2K +$16.4K +123 New
WA
458
WPG Advisers
Maryland
$16.8K -$798 -6 -5%
CA
459
CoreCap Advisors
Michigan
$16.1K +$3.86K +29 +34%
PWAM
460
Private Wealth Asset Management
Iowa
$15.9K
CPG
461
Cornerstone Planning Group
New Jersey
$15.3K -$5.63M -42,301 -100%
FHC
462
First Horizon Corporation
Tennessee
$13K -$10.1K -76 -45%
TFA
463
Transamerica Financial Advisors
Florida
$12.8K +$2.79K +21 +30%
TWD
464
True Wealth Design
Ohio
$12K +$798 +6 +8%
BWA
465
Basecamp Wealth Advisors
Washington
$11.9K +$11.3K +85 New
BBHC
466
Brown Brothers Harriman & Co
New York
$10.3K -$13.3K -100 -57%
JWA
467
JFS Wealth Advisors
Pennsylvania
$10.1K +$2.93K +22 +44%
PWMG
468
Private Wealth Management Group
New Jersey
$9.93K
KG
469
Kilter Group
New York
$9.23K +$8.78K +66 New
SIS
470
Sound Income Strategies
Florida
$8.43K
FMII
471
Farmers & Merchants Investments Inc
Nebraska
$8.25K +$399 +3 +5%
SWP
472
Strategic Wealth Partners
Ohio
$7.83K
SIC
473
SJS Investment Consulting
Ohio
$7.69K -$10.6K -80 -59%
SEP
474
Signature Equity Partners
Ohio
$7.32K +$6.92K +52 New
CIA
475
Cape Investment Advisory
Georgia
$7.13K +$2.79K +21 +70%