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Wintrust Financial

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: 78 (+1)

10% more funds holding

Funds holding: 476524 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
CVA
76
Ceredex Value Advisors
Florida
$17.8M +$3.21M +24,100 +23%
SCA
77
Stieven Capital Advisors
Missouri
$17.3M -$1.38M -10,400 -8%
PFC
78
Phocas Financial Corp
California
$17.2M -$38.8K -292 -0.2%
CT
79
Chicago Trust
Illinois
$16.7M -$1.95M -14,659 -11%
NIP
80
Nicholas Investment Partners
California
$16.4M +$920K +6,917 +6%
Royal Bank of Canada
81
Royal Bank of Canada
Ontario, Canada
$15.6M -$10.6M -79,440 -42%
CRC
82
Curi RMB Capital
Illinois
$15.2M -$198K -1,490 -1%
ZIM
83
Zacks Investment Management
Illinois
$14.9M -$232K -1,747 -2%
LPL Financial
84
LPL Financial
California
$14.9M +$3.52M +26,488 +33%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$14.6M -$665K -5,000 -5%
Legal & General Group
86
Legal & General Group
United Kingdom
$13.9M -$3.39M -25,458 -20%
New York State Teachers Retirement System (NYSTRS)
87
New York State Teachers Retirement System (NYSTRS)
New York
$13.4M -$107K -804 -0.8%
CAM
88
Congress Asset Management
Massachusetts
$12.7M +$4.26K +32 +0%
ACA
89
Aptus Capital Advisors
Alabama
$12.2M +$50.3K +378 +0.4%
SAM
90
Silvercrest Asset Management
New York
$12M -$3.2M -24,081 -22%
Ameriprise
91
Ameriprise
Minnesota
$11.8M -$2.08M -15,626 -16%
MOACM
92
Mutual of America Capital Management
New York
$11.7M -$769K -5,784 -6%
Neuberger Berman Group
93
Neuberger Berman Group
New York
$11.4M +$4.53M +34,085 +72%
Retirement Systems of Alabama
94
Retirement Systems of Alabama
Alabama
$11.2M -$76.3K -574 -0.7%
AIMCA
95
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$11.1M +$10.6M +79,550 New
AQR Capital Management
96
AQR Capital Management
Connecticut
$11M -$3.82M -28,759 -27%
SO
97
STRS Ohio
Ohio
$10.9M -$146K -1,097 -1%
Jane Street
98
Jane Street
New York
$10.6M +$7.92M +59,554 +374%
SCM
99
Sterling Capital Management
North Carolina
$9.92M -$1.57M -11,834 -14%
FMI
100
F/M Investments
District of Columbia
$9.91M +$3.59M +27,013 +62%