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Wintrust Financial

523 hedge funds and large institutions have $9B invested in Wintrust Financial in 2025 Q4 according to their latest regulatory filings, with 95 funds opening new positions, 153 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: 95.28%96.07% (+0.79%)

21% less repeat investments, than reductions

Existing positions increased: 153 | Existing positions reduced: 194

Holders
523
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
HFS
501
Hughes Financial Services
Virginia
$1.54K
ACA
502
Atlas Capital Advisors
Wyoming
$1.4K
BGAI
503
Bruce G. Allen Investments
Colorado
$1.12K
PWA
504
Principia Wealth Advisory
Texas
$979
PWA
505
Physician Wealth Advisors
Utah
$979
BHWM
506
Bay Harbor Wealth Management
Maryland
$978
CMA
507
Cedar Mountain Advisors
Oregon
$839
CH
508
Cromwell Holdings
Wyoming
$839
IAIM
509
International Assets Investment Management
Florida
$839
SC
510
SouthState Corp
Florida
$700
HIA
511
HFM Investment Advisors
New Jersey
$700
RWS
512
Retirement Wealth Solutions
Wisconsin
$700
BFS
513
Bare Financial Services
Pennsylvania
$699
SS
514
SBI Securities
Japan
$699
ACM
515
Anfield Capital Management
California
$559
IAS
516
IMA Advisory Services
Colorado
$559
RJA
517
Ross\Johnson & Associates
Minnesota
$419
DF
518
Dunhill Financial
United Kingdom
$187
AF
519
Advisornet Financial
Minnesota
$140
TFM
520
TFC Financial Management
Massachusetts
$140
NRG
521
Nemes Rush Group
Michigan
$140
AWM
522
Activest Wealth Management
Florida
$140
MI
523
Motiv8 Investments
Florida
$4
ACL
524
Azora Capital LP
Florida
PAMP
525
Polar Asset Management Partners
Ontario, Canada