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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$770M -$7.9M -63,928 -0.9%
BlackRock
2
BlackRock
New York
$702M -$727K -5,882 -0.1%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$590M +$30.5M +246,937 +5%
State Street
4
State Street
Massachusetts
$323M -$5.81M -47,008 -2%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$319M -$16.2M -130,713 -4%
First Trust Advisors
6
First Trust Advisors
Illinois
$225M +$90.8M +735,075 +58%
Capital International Investors
7
Capital International Investors
California
$179M -$24.2M -196,166 -11%
EARNEST Partners
8
EARNEST Partners
Georgia
$159M +$12.1M +97,587 +7%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$137M +$6.91M +55,945 +5%
Principal Financial Group
10
Principal Financial Group
Iowa
$136M -$11M -89,102 -7%
Invesco
11
Invesco
Georgia
$127M +$3.71M +30,018 +3%
Bank of America
12
Bank of America
North Carolina
$120M +$20.7M +167,648 +19%
JP Morgan Chase
13
JP Morgan Chase
New York
$117M -$6.59M -53,301 -5%
Victory Capital Management
14
Victory Capital Management
Texas
$103M -$2.91M -23,510 -3%
ClearBridge Investments
15
ClearBridge Investments
New York
$98.1M +$799K +6,463 +0.7%
AllianceBernstein
16
AllianceBernstein
Tennessee
$96.9M -$23.1M -186,747 -18%
Northern Trust
17
Northern Trust
Illinois
$95.9M +$17.7M +143,401 +20%
Fuller & Thaler Asset Management
18
Fuller & Thaler Asset Management
California
$95M -$35.6M -288,396 -25%
Jennison Associates
19
Jennison Associates
New York
$90.8M +$34.7M +280,568 +53%
Charles Schwab
20
Charles Schwab
California
$88.5M -$1.66M -13,394 -2%
Federated Hermes
21
Federated Hermes
Pennsylvania
$86.5M -$704K -5,699 -0.7%
Norges Bank
22
Norges Bank
Norway
$83.6M -$2.19M -17,737 -2%
CCM
23
Channing Capital Management
Illinois
$79.3M -$11.4M -92,278 -12%
SEI Investments
24
SEI Investments
Pennsylvania
$78.6M -$16.4K -133 -0%
RP
25
Reinhart Partners
Wisconsin
$75.3M +$10.5M +85,129 +15%