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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
GEA
476
Glen Eagle Advisors
New Jersey
$5.5K
S
477
Sachetta
Massachusetts
$5.17K
AW
478
Avion Wealth
Texas
$5K
GWM
479
Geneos Wealth Management
Colorado
$4.89K
HWP
480
Highline Wealth Partners
California
$4.61K
FFO
481
Fortitude Family Office
Arizona
$4.47K
MHR
482
Matthew Hamilton Rosenberg
$4.33K
BWL
483
Bogart Wealth LLC
Virginia
$3.08K
SFS
484
Sunrise Financial Services
Washington
$2.52K
WA
485
Westfuller Advisors
New York
$2.41K
CWA
486
Carolina Wealth Advisors
South Carolina
$2.38K
OP
487
ORG Partners
Indiana
$2.24K
AFG
488
Albion Financial Group
Utah
$1.96K
DPW
489
DiNuzzo Private Wealth
Pennsylvania
$1.96K
RWM
490
Rialto Wealth Management
New York
$1.82K
RF
491
Rossby Financial
Florida
$1.82K
FCAS
492
First Command Advisory Services
Texas
$1.68K
CFM
493
Cornerstone Financial Management
Massachusetts
$1.68K
HFS
494
Hughes Financial Services
Virginia
$1.54K
ACA
495
Atlas Capital Advisors
Wyoming
$1.4K
BGAI
496
Bruce G. Allen Investments
Colorado
$1.12K
PWA
497
Principia Wealth Advisory
Texas
$979
PWA
498
Physician Wealth Advisors
Utah
$979
BHWM
499
Bay Harbor Wealth Management
Maryland
$978
CMA
500
Cedar Mountain Advisors
Oregon
$839