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Wintrust Financial

515 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: $ → $

0.74% more ownership

Funds ownership: 95.27%96.02% (+0.74%)

22% less repeat investments, than reductions

Existing positions increased: 151 | Existing positions reduced: 194

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