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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
SL
451
Salomon & Ludwin
Virginia
$19.3K
SAG
452
SageView Advisory Group
California
$19K
CFB
453
Cullen/Frost Bankers
Texas
$18.7K
BW
454
Basepoint Wealth
Iowa
$18.6K
PCM
455
Peregrine Capital Management
Minnesota
$17.6K
SWM
456
Spire Wealth Management
Virginia
$17.2K
WA
457
WPG Advisers
Maryland
$16.8K
CA
458
CoreCap Advisors
Michigan
$16.1K
PWAM
459
Private Wealth Asset Management
Iowa
$15.9K
CPG
460
Cornerstone Planning Group
New Jersey
$15.3K
FHC
461
First Horizon Corporation
Tennessee
$13K
TFA
462
Transamerica Financial Advisors
Florida
$12.8K
TWD
463
True Wealth Design
Ohio
$12K
BBHC
464
Brown Brothers Harriman & Co
New York
$10.3K
JWA
465
JFS Wealth Advisors
Pennsylvania
$10.1K
PWMG
466
Private Wealth Management Group
New Jersey
$9.93K
KG
467
Kilter Group
New York
$9.23K
SIS
468
Sound Income Strategies
Florida
$8.43K
FMII
469
Farmers & Merchants Investments Inc
Nebraska
$8.25K
SIC
470
SJS Investment Consulting
Ohio
$7.69K
SEP
471
Signature Equity Partners
Ohio
$7.32K
CIA
472
Cape Investment Advisory
Georgia
$7.13K
WWM
473
Wolff Wiese Magana
California
$6.71K
LFG
474
Larson Financial Group
Missouri
$6.57K
ECA
475
Elevated Capital Advisors
Utah
$6.57K