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Wintrust Financial

451 hedge funds and large institutions have $7.26B invested in Wintrust Financial in 2025 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 174 increasing their positions, 152 reducing their positions, and 48 closing their positions.

New
Increased
Maintained
Reduced
Closed

317% more call options, than puts

Call options by funds: $1.92M | Put options by funds: $461K

27% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 48

14% more repeat investments, than reductions

Existing positions increased: 174 | Existing positions reduced: 152

2% more funds holding

Funds holding: 442451 (+9)

1.68% more ownership

Funds ownership: 95.08%96.76% (+1.7%)

0% more funds holding in top 10

Funds holding in top 10: 99 (0)

8% less capital invested

Capital invested by funds: $7.88B → $7.26B (-$626M)

Holders
451
Holders Change
+9
Holders Change %
+2.04%
% of All Funds
6.05%
Holding in Top 10
9
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.12%
New
61
Increased
174
Reduced
152
Closed
48
Calls
$1.92M
Puts
$461K
Net Calls
+$1.46M
Net Calls Change
-$8.72M
Name Holding Trade Value Shares
Change
Change in
Stake
Mariner
201
Mariner
Kansas
$1.17M -$68K -550 -5%
CIA
202
Concurrent Investment Advisors
Florida
$1.15M +$865 +7 +0.1%
Northwestern Mutual Wealth Management
203
Northwestern Mutual Wealth Management
Wisconsin
$1.14M -$84.9K -687 -6%
EMFAT
204
Emerald Mutual Fund Advisers Trust
Pennsylvania
$1.12M
Pictet Asset Management
205
Pictet Asset Management
Switzerland
$1.08M +$33.2K +269 +3%
HPCM
206
Hunter Perkins Capital Management
Illinois
$1.07M
AI
207
Atria Investments
North Carolina
$1.02M -$232K -1,877 -17%
QCG
208
Quadrant Capital Group
Ohio
$990K +$643K +5,207 +145%
PD
209
Point72 (DIFC)
United Arab Emirates
$959K +$1.03M +8,310 +3,760%
TAF
210
Tredje AP-fonden
Sweden
$951K
M1FG
211
Mach-1 Financial Group
Arkansas
$925K +$1.02M +8,229 New
VOYA Investment Management
212
VOYA Investment Management
Georgia
$911K -$298K -2,414 -23%
KeyBank National Association
213
KeyBank National Association
Ohio
$882K +$19.2K +155 +2%
Corient Private Wealth
214
Corient Private Wealth
Florida
$876K -$142K -1,152 -13%
SOADOR
215
State of Alaska Department of Revenue
Alaska
$875K +$25.3K +205 +3%
X
216
Xponance
Pennsylvania
$860K +$15.2K +123 +2%
Wealth Enhancement Advisory Services
217
Wealth Enhancement Advisory Services
Minnesota
$856K +$205K +1,655 +28%
Prudential Financial
218
Prudential Financial
New Jersey
$806K -$4.46M -36,120 -83%
Holocene Advisors
219
Holocene Advisors
New York
$802K -$14.8M -119,695 -94%
PNC Financial Services Group
220
PNC Financial Services Group
Pennsylvania
$789K +$200K +1,622 +30%
VRS
221
Virginia Retirement Systems
Virginia
$781K +$858K +6,943 New
AAS
222
Avantax Advisory Services
Texas
$762K +$345K +2,789 +70%
CIBC Private Wealth Group
223
CIBC Private Wealth Group
Georgia
$750K -$59.1K -478 -6%
VPIM
224
Vanguard Personalized Indexing Management
California
$743K +$44.4K +359 +6%
P
225
Pitcairn
Pennsylvania
$736K -$4.57K -37 -0.6%