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Wintrust Financial

524 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 153 increasing their positions, 194 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

134% more first-time investments, than exits

New positions opened: 96 | Existing positions closed: 41

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more funds holding

Funds holding: 476524 (+48)

7% more capital invested

Capital invested by funds: $8.44B → $9B (+$555M)

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
524
Holders Change
+48
Holders Change %
+10.08%
% of All Funds
6.38%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.1%
New
96
Increased
153
Reduced
194
Closed
41
Calls
$769K
Puts
Net Calls
+$769K
Net Calls Change
-$1.66M
Name Holding Trade Value Shares
Change
Change in
Stake
WWM
476
Wolff Wiese Magana
California
$6.71K
LFG
477
Larson Financial Group
Missouri
$6.57K +$2.39K +18 +62%
ECA
478
Elevated Capital Advisors
Utah
$6.57K +$6.25K +47 New
HNW
479
High Note Wealth
Minnesota
$6.43K
AG
480
AmeriFlex Group
Nevada
$6.29K -$5.99K -45 -50%
NEWAS
481
N.E.W. Advisory Services
Wisconsin
$6.15K
GEA
482
Glen Eagle Advisors
New Jersey
$5.5K
S
483
Sachetta
Massachusetts
$5.17K
AW
484
Avion Wealth
Texas
$5K +$532 +4 +13%
GWM
485
Geneos Wealth Management
Colorado
$4.89K +$4.66K +35 New
HWP
486
Highline Wealth Partners
California
$4.61K
FFO
487
Fortitude Family Office
Arizona
$4.47K +$532 +4 +14%
MHR
488
Matthew Hamilton Rosenberg
$4.33K
BW
489
Bravera Wealth
North Dakota
$4.33K +$4.12K +31 New
BWL
490
Bogart Wealth LLC
Virginia
$3.08K
EP
491
Essential Partners
California
$3.08K +$1.2K +9 +69%
SFS
492
Sunrise Financial Services
Washington
$2.52K +$2.39K +18 New
WA
493
Westfuller Advisors
New York
$2.41K
CWA
494
Carolina Wealth Advisors
South Carolina
$2.38K +$2.26K +17 New
OP
495
ORG Partners
Indiana
$2.24K +$2.13K +16 New
AFG
496
Albion Financial Group
Utah
$1.96K
DPW
497
DiNuzzo Private Wealth
Pennsylvania
$1.96K
RWM
498
Rialto Wealth Management
New York
$1.82K +$266 +2 +18%
RF
499
Rossby Financial
Florida
$1.82K +$399 +3 +30%
CFM
500
Cornerstone Financial Management
Massachusetts
$1.68K +$1.6K +12 New