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