WTFC icon

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
CMA
501
Cedar Mountain Advisors
Oregon
$839
IAIM
502
International Assets Investment Management
Florida
$839
SC
503
SouthState Corp
Florida
$700
HIA
504
HFM Investment Advisors
New Jersey
$700
RWS
505
Retirement Wealth Solutions
Wisconsin
$700
BFS
506
Bare Financial Services
Pennsylvania
$699
SS
507
SBI Securities
Japan
$699
ACM
508
Anfield Capital Management
California
$559
IAS
509
IMA Advisory Services
Colorado
$559
RJA
510
Ross\Johnson & Associates
Minnesota
$419
DF
511
Dunhill Financial
United Kingdom
$187
AF
512
Advisornet Financial
Minnesota
$140
TFM
513
TFC Financial Management
Massachusetts
$140
AWM
514
Activest Wealth Management
Florida
$140
NRG
515
Nemes Rush Group
Michigan
$140
MI
516
Motiv8 Investments
Florida
$4
ACL
517
Azora Capital LP
Florida
PAMP
518
Polar Asset Management Partners
Ontario, Canada
CLGM
519
Capitolis Liquid Global Markets
New York
RA
520
Royce & Associates
New York
SI
521
Shaker Investments
Ohio
Two Sigma Investments
522
Two Sigma Investments
New York
TAF
523
Tredje AP-fonden
Sweden
IFU
524
iSAM Funds (UK)
United Kingdom
TBC
525
Tweedy, Browne Co
Connecticut