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Wintrust Financial

551 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, 177 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

less ownership

Funds ownership:

0% less capital invested

Capital invested by funds: $9B → $8.96B (-$35.2M)

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
551
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.14M
Puts
$3.78M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
351
Chicago Wealth Management
Illinois
$300K
VWM
352
Venturi Wealth Management
Texas
$296K
FTWA
353
Fifth Third Wealth Advisors
Ohio
$294K
LNWTC
354
Laird Norton Wetherby Trust Company
Washington
$293K
GS
355
GTS Securities
New York
$291K
BAAM
356
Baker Avenue Asset Management
California
$285K
MAS
357
Meeder Advisory Services
Ohio
$283K
CC
358
Chicago Capital
Illinois
$281K
PWP
359
Perfromance Wealth Partners
Illinois
$278K
GI
360
GAMMA Investing
California
$277K
HWM
361
HB Wealth Management
Georgia
$275K
RWM
362
Ritholtz Wealth Management
New York
$275K
PNC
363
Park National Corp
Ohio
$272K
WCA
364
Westover Capital Advisors
Delaware
$272K
FB
365
Fulton Bank
Pennsylvania
$270K
PA
366
Profund Advisors
Maryland
$269K
NDSIB
367
North Dakota State Investment Board
North Dakota
$268K
Carson Wealth (CWM LLC)
368
Carson Wealth (CWM LLC)
Nebraska
$268K
CIBC Asset Management
369
CIBC Asset Management
Ontario, Canada
$267K
DCA
370
DB&C Advisors
Michigan
$266K
BHPW
371
Beverly Hills Private Wealth
California
$266K
OC
372
Oppenheimer & Co
New York
$265K
EWM
373
Empirical Wealth Management
Washington
$261K
AFG
374
Atomi Financial Group
New York
$260K
PWM
375
Perigon Wealth Management
California
$259K