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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
CWM
351
Chicago Wealth Management
Illinois
$300K
VWM
352
Venturi Wealth Management
Texas
$296K +$2.61K +18 +0.9%
FTWA
353
Fifth Third Wealth Advisors
Ohio
$294K +$37.4K +258 +14%
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
$293K -$16.5K -114 -5%
GS
355
GTS Securities
New York
$291K +$304K +2,098 New
BAAM
356
Baker Avenue Asset Management
California
$285K +$82.6K +570 +38%
MAS
357
Meeder Advisory Services
Ohio
$283K +$295K +2,036 New
CC
358
Chicago Capital
Illinois
$281K
PWP
359
Perfromance Wealth Partners
Illinois
$278K
GI
360
GAMMA Investing
California
$277K +$34.4K +237 +14%
HWM
361
HB Wealth Management
Georgia
$275K +$30.9K +213 +12%
RWM
362
Ritholtz Wealth Management
New York
$275K +$19.3K +133 +7%
PNC
363
Park National Corp
Ohio
$272K +$8.84K +61 +3%
WCA
364
Westover Capital Advisors
Delaware
$272K
FB
365
Fulton Bank
Pennsylvania
$270K +$145 +1 +0.1%
PA
366
Profund Advisors
Maryland
$269K -$40.4K -279 -13%
NDSIB
367
North Dakota State Investment Board
North Dakota
$268K -$58.7K -405 -17%
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$268K +$32.5K +224 +13%
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$267K
DCA
370
DB&C Advisors
Michigan
$266K +$1.01K +7 +0.4%
BHPW
371
Beverly Hills Private Wealth
California
$266K -$11K -76 -4%
OC
372
Oppenheimer & Co
New York
$265K -$5.8K -40 -2%
EWM
373
Empirical Wealth Management
Washington
$261K +$273K +1,882 New
AFG
374
Atomi Financial Group
New York
$260K +$13.6K +94 +5%
PWM
375
Perigon Wealth Management
California
$259K +$34.8K +240 +15%