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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
HNW
476
High Note Wealth
Minnesota
$6.43K
AG
477
AmeriFlex Group
Nevada
$6.29K
NEWAS
478
N.E.W. Advisory Services
Wisconsin
$6.15K
GEA
479
Glen Eagle Advisors
New Jersey
$5.5K
S
480
Sachetta
Massachusetts
$5.17K
AW
481
Avion Wealth
Texas
$5K
GWM
482
Geneos Wealth Management
Colorado
$4.89K
HWP
483
Highline Wealth Partners
California
$4.61K
FFO
484
Fortitude Family Office
Arizona
$4.47K
MHR
485
Matthew Hamilton Rosenberg
$4.33K
BWL
486
Bogart Wealth LLC
Virginia
$3.08K
SFS
487
Sunrise Financial Services
Washington
$2.52K
WA
488
Westfuller Advisors
New York
$2.41K
CWA
489
Carolina Wealth Advisors
South Carolina
$2.38K
OP
490
ORG Partners
Indiana
$2.24K
DPW
491
DiNuzzo Private Wealth
Pennsylvania
$1.96K
AFG
492
Albion Financial Group
Utah
$1.96K
RWM
493
Rialto Wealth Management
New York
$1.82K
RF
494
Rossby Financial
Florida
$1.82K
FCAS
495
First Command Advisory Services
Texas
$1.68K
CFM
496
Cornerstone Financial Management
Massachusetts
$1.68K
HFS
497
Hughes Financial Services
Virginia
$1.54K
ACA
498
Atlas Capital Advisors
Wyoming
$1.4K
BGAI
499
Bruce G. Allen Investments
Colorado
$1.12K
PWA
500
Principia Wealth Advisory
Texas
$979