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Wintrust Financial
WTFC

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: 7 → 8 (+1)

10% more funds holding

Funds holding: 476 → 524 (+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

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$66.1M
2
AIM
Artemis Investment Management
United Kingdom
+$56.4M
3
JCM
Junto Capital Management
New York
+$33.7M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$28.1M
5
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$22.9M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$72.8M
2
Fidelity International
Fidelity International
Bermuda
-$27.4M
3
Victory Capital Management
Victory Capital Management
Texas
-$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
FCAS
501
First Command Advisory Services
Texas
$1.68K +$1.6K +12 New
HFS
502
Hughes Financial Services
Virginia
$1.54K -$532 -4 -27%
ACA
503
Atlas Capital Advisors
Wyoming
$1.4K +$1.33K +10 New
BGAI
504
Bruce G. Allen Investments
Colorado
$1.12K – – –
PWA
505
Principia Wealth Advisory
Texas
$979 – – –
PWA
506
Physician Wealth Advisors
Utah
$979 +$931 +7 New
BHWM
507
Bay Harbor Wealth Management
Maryland
$978 +$266 +2 +40%
CMA
508
Cedar Mountain Advisors
Oregon
$839 – – –
CH
509
Cromwell Holdings
Wyoming
$839 – – –
IAIM
510
International Assets Investment Management
Florida
$839 +$798 +6 New
HIA
511
HFM Investment Advisors
New Jersey
$700 – – –
SC
512
SouthState Corp
Florida
$700 – – –
RWS
513
Retirement Wealth Solutions
Wisconsin
$700 +$133 +1 +25%
BFS
514
Bare Financial Services
Pennsylvania
$699 – – –
SS
515
SBI Securities
Japan
$699 – – –
ACM
516
Anfield Capital Management
California
$559 – – –
IAS
517
IMA Advisory Services
Colorado
$559 – – –
RJA
518
Ross\Johnson & Associates
Minnesota
$419 – – –
DF
519
Dunhill Financial
United Kingdom
$187 +$133 +1 New
AF
520
Advisornet Financial
Minnesota
$140 – – –
TFM
521
TFC Financial Management
Massachusetts
$140 – – –
AWM
522
Activest Wealth Management
Florida
$140 +$133 +1 New
NRG
523
Nemes Rush Group
Michigan
$140 +$133 +1 New
MI
524
Motiv8 Investments
Florida
$4 +$4.26K +32 New
ACL
525
Azora Capital LP
Florida
– -$20.2M -152,737 Closed
19 20
21
22 23