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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
Vanguard Group
1
Vanguard Group
Pennsylvania
$943M -$9.43M -70,896 -1%
BlackRock
2
BlackRock
New York
$862M -$6.15M -46,241 -0.7%
Fidelity Investments
3
Fidelity Investments
Massachusetts
$753M +$66.1M +497,386 +10%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$379M -$3.72M -27,972 -1%
State Street
5
State Street
Massachusetts
$374M -$2.3M -17,324 -0.6%
First Trust Advisors
6
First Trust Advisors
Illinois
$202M -$72.8M -547,707 -27%
EARNEST Partners
7
EARNEST Partners
Georgia
$201M -$254K -1,913 -0.1%
Capital International Investors
8
Capital International Investors
California
$187M -$4.44M -33,369 -2%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$178M +$2.26M +16,997 +1%
Principal Financial Group
10
Principal Financial Group
Iowa
$178M -$3.64M -27,377 -2%
Invesco
11
Invesco
Georgia
$159M -$2.8M -21,046 -2%
Bank of America
12
Bank of America
North Carolina
$147M -$2.73M -20,544 -2%
Jennison Associates
13
Jennison Associates
New York
$139M -$3.64M -27,356 -3%
ClearBridge Investments
14
ClearBridge Investments
New York
$122M -$4.35M -32,713 -4%
Wellington Management Group
15
Wellington Management Group
Massachusetts
$116M +$20.1M +151,385 +22%
Norges Bank
16
Norges Bank
Norway
$112M +$106M +800,487 New
Millennium Management
17
Millennium Management
New York
$108M +$3.39M +25,521 +3%
Charles Schwab
18
Charles Schwab
California
$108M -$519K -3,905 -0.5%
Northern Trust
19
Northern Trust
Illinois
$107M -$4.41M -33,161 -4%
JP Morgan Chase
20
JP Morgan Chase
New York
$107M -$19.4M -145,564 -16%
SEI Investments
21
SEI Investments
Pennsylvania
$105M +$325K +2,441 +0.3%
AllianceBernstein
22
AllianceBernstein
Tennessee
$102M -$892K -6,708 -0.9%
Fuller & Thaler Asset Management
23
Fuller & Thaler Asset Management
California
$91.1M -$218K -1,641 -0.3%
CCM
24
Channing Capital Management
Illinois
$91.1M -$3.6M -27,062 -4%
Janus Henderson Group
25
Janus Henderson Group
United Kingdom
$85.2M -$2.06M -15,470 -2%