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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
LFG
476
Larson Financial Group
Missouri
$6.57K
ECA
477
Elevated Capital Advisors
Utah
$6.57K
HNW
478
High Note Wealth
Minnesota
$6.43K
AG
479
AmeriFlex Group
Nevada
$6.29K
NEWAS
480
N.E.W. Advisory Services
Wisconsin
$6.15K
GEA
481
Glen Eagle Advisors
New Jersey
$5.5K
S
482
Sachetta
Massachusetts
$5.17K
AW
483
Avion Wealth
Texas
$5K
GWM
484
Geneos Wealth Management
Colorado
$4.89K
HWP
485
Highline Wealth Partners
California
$4.61K
FFO
486
Fortitude Family Office
Arizona
$4.47K
MHR
487
Matthew Hamilton Rosenberg
$4.33K
BW
488
Bravera Wealth
North Dakota
$4.33K
BWL
489
Bogart Wealth LLC
Virginia
$3.08K
EPL
490
Essential Partners LLC
California
$3.08K
SFS
491
Sunrise Financial Services
Washington
$2.52K
WA
492
Westfuller Advisors
New York
$2.41K
CWA
493
Carolina Wealth Advisors
South Carolina
$2.38K
OP
494
ORG Partners
Indiana
$2.24K
DPW
495
DiNuzzo Private Wealth
Pennsylvania
$1.96K
AFG
496
Albion Financial Group
Utah
$1.96K
RWM
497
Rialto Wealth Management
New York
$1.82K
RF
498
Rossby Financial
Florida
$1.82K
FCAS
499
First Command Advisory Services
Texas
$1.68K
CFM
500
Cornerstone Financial Management
Massachusetts
$1.68K