We are live on ! Find out more
WTFC icon

Wintrust Financial

553 hedge funds and large institutions have $8.96B invested in Wintrust Financial in 2026 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 204 increasing their positions, 178 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 39

15% more repeat investments, than reductions

Existing positions increased: 204 | Existing positions reduced: 178

6% more funds holding

Funds holding: 524553 (+29)

0.13% less ownership

Funds ownership: 96.07%95.94% (-0.13%)

0% less capital invested

Capital invested by funds: $9B → $8.96B (-$35M)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

70% less call options, than puts

Call options by funds: $1.14M | Put options by funds: $3.78M

Holders
553
Holders Change
+29
Holders Change %
+5.53%
% of All Funds
6.81%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.09%
New
78
Increased
204
Reduced
178
Closed
39
Calls
$1.14M
Puts
$3.78M
Net Calls
-$2.64M
Net Calls Change
-$3.41M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$875M +$19.1M +131,739 +2%
Fidelity Investments
2
Fidelity Investments
Massachusetts
$734M -$14.3M -98,385 -2%
VPM
3
Vanguard Portfolio Management
Pennsylvania
$498M +$520M +3,586,873 New
VCM
4
Vanguard Capital Management
Pennsylvania
$420M +$439M +3,025,764 New
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$375M -$825K -5,693 -0.2%
State Street
6
State Street
Massachusetts
$359M -$12.8M -88,261 -3%
First Trust Advisors
7
First Trust Advisors
Illinois
$254M +$55.8M +385,069 +27%
EARNEST Partners
8
EARNEST Partners
Georgia
$195M -$5.72M -39,471 -3%
Invesco
9
Invesco
Georgia
$190M +$33.3M +229,615 +20%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$183M +$6.71M +46,275 +4%
Principal Financial Group
11
Principal Financial Group
Iowa
$176M -$1.02M -7,057 -0.6%
Bank of America
12
Bank of America
North Carolina
$142M -$4.73M -32,641 -3%
ClearBridge Investments
13
ClearBridge Investments
New York
$133M +$12M +82,473 +9%
Capital International Investors
14
Capital International Investors
California
$125M -$62.6M -431,799 -32%
Jennison Associates
15
Jennison Associates
New York
$118M -$21M -144,659 -15%
Wellington Management Group
16
Wellington Management Group
Massachusetts
$116M
Charles Schwab
17
Charles Schwab
California
$112M +$5.05M +34,842 +5%
Northern Trust
18
Northern Trust
Illinois
$109M +$2.74M +18,913 +2%
SEI Investments
19
SEI Investments
Pennsylvania
$104M -$452K -3,116 -0.4%
Millennium Management
20
Millennium Management
New York
$97.1M -$11M -75,653 -10%
JP Morgan Chase
21
JP Morgan Chase
New York
$96.5M -$5.86M -40,438 -5%
Fuller & Thaler Asset Management
22
Fuller & Thaler Asset Management
California
$90.4M -$120K -826 -0.1%
CCMG
23
Clark Capital Management Group
Pennsylvania
$87M +$5.27M +36,387 +6%
AIM
24
Artemis Investment Management
United Kingdom
$85M +$27.2M +187,594 +44%
CCM
25
Channing Capital Management
Illinois
$84.8M -$5.9M -40,675 -6%