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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
KFI
451
Key Financial Inc
Pennsylvania
$19.4K
SL
452
Salomon & Ludwin
Virginia
$19.3K
SAG
453
SageView Advisory Group
California
$19K
CFB
454
Cullen/Frost Bankers
Texas
$18.7K
BW
455
Basepoint Wealth
Iowa
$18.6K
PCM
456
Peregrine Capital Management
Minnesota
$17.6K
SWM
457
Spire Wealth Management
Virginia
$17.2K
WA
458
WPG Advisers
Maryland
$16.8K
CA
459
CoreCap Advisors
Michigan
$16.1K
PWAM
460
Private Wealth Asset Management
Iowa
$15.9K
CPG
461
Cornerstone Planning Group
New Jersey
$15.3K
FHC
462
First Horizon Corporation
Tennessee
$13K
TFA
463
Transamerica Financial Advisors
Florida
$12.8K
TWD
464
True Wealth Design
Ohio
$12K
BBHC
465
Brown Brothers Harriman & Co
New York
$10.3K
JWA
466
JFS Wealth Advisors
Pennsylvania
$10.1K
PWMG
467
Private Wealth Management Group
New Jersey
$9.93K
KG
468
Kilter Group
New York
$9.23K
SIS
469
Sound Income Strategies
Florida
$8.43K
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$8.25K
SWP
471
Strategic Wealth Partners
Ohio
$7.83K
SIC
472
SJS Investment Consulting
Ohio
$7.69K
SEP
473
Signature Equity Partners
Ohio
$7.32K
CIA
474
Cape Investment Advisory
Georgia
$7.13K
WWM
475
Wolff Wiese Magana
California
$6.71K