We are live on ! Find out more
WTFC icon

Wintrust Financial

451 hedge funds and large institutions have $7.26B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $461K

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 152

2% more funds holding

Funds holding: 442451 (+9)

1.68% more ownership

Funds ownership: 95.08%96.76% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less capital invested

Capital invested by funds: $7.88B → $7.26B (-$626M)

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
6.05%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
174
Reduced
152
Closed
48
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
VI
476
Versor Investments
New York
-$250K -2,005 Closed
PWA
477
Providence Wealth Advisors
Illinois
-$222K -1,738 Closed
DWM
478
Drive Wealth Management
Utah
-$214K -1,719 Closed
SWP
479
Stratos Wealth Partners
Ohio
-$213K -1,709 Closed
PA
480
PFG Advisors
Arizona
-$211K -1,694 Closed
WANY
481
Wealthspire Advisors (New York)
New York
-$206K -1,648 Closed
PWP
482
Phillips Wealth Planners
Mississippi
-$205K -1,645 Closed
MYAM
483
Meiji Yasuda Asset Management
Japan
-$202K -1,623 Closed
CFGS
484
Concourse Financial Group Securities
Alabama
-$166K -1,242 Closed
IWA
485
Icon Wealth Advisors
Texas
-$110K -880 Closed
AWM
486
Avior Wealth Management
Nebraska
-$63.5K -509 Closed
GM
487
GeoWealth Management
Illinois
-$61.5K -493 Closed
EBA
488
Eagle Bay Advisors
New York
-$10.8K -87 Closed
CAS
489
Coppell Advisory Solutions
Texas
-$10.4K -84 Closed
KIM
490
Kestra Investment Management
Texas
-$10.1K -81 Closed
AT
491
Avalon Trust
New Mexico
-$4.24K -34 Closed
PSFG
492
Park Square Financial Group
Georgia
-$3.37K -27 Closed
CAM
493
Creekmur Asset Management
Illinois
-$2.49K -20 Closed
CWP
494
Concord Wealth Partners
Virginia
-$1.5K -12 Closed
FFO
495
Fortitude Family Office
Arizona
-$1.12K -9 Closed
RTC
496
Riverview Trust Company
Washington
-$1.12K -9 Closed
KBFS
497
Kohmann Bosshard Financial Services
Ohio
-$499 -4 Closed
CTB
498
Country Trust Bank
Illinois
-$249 -2 Closed
TCA
499
Trifecta Capital Advisors
Illinois
-$125 -1 Closed