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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
BHCM
376
Brevan Howard Capital Management
Jersey
$259K -$873K -6,024 -76%
OL
377
Optas LLC
Texas
$257K +$38.4K +265 +17%
NS
378
NBC Securities
Alabama
$253K +$237K +1,635 +874%
ECM
379
Everence Capital Management
Indiana
$250K +$261K +1,799 New
FSA
380
Fort Sheridan Advisors
Illinois
$238K
SRL
381
Scientech Research LLC
New Jersey
$238K +$248K +1,710 New
PWP
382
Phillips Wealth Planners
Mississippi
$231K -$3.33K -23 -1%
DWM
383
Drive Wealth Management
Utah
$228K -$145 -1 -0.1%
BWAM
384
Blue Water Asset Management
Michigan
$227K +$1.16K +8 +0.5%
LWP
385
LeClair Wealth Partners
Ohio
$227K +$236K +1,631 New
OCA
386
OpenArc Corporate Advisory
Georgia
$226K +$25.9K +179 +12%
Bessemer Group
387
Bessemer Group
New Jersey
$224K -$13.6K -94 -6%
HIP
388
HUB Investment Partners
Texas
$224K +$234K +1,611 New
RWMH
389
Riverpoint Wealth Management Holdings
Illinois
$224K +$870 +6 +0.4%
FAC
390
Financial Advisory Corporation
Michigan
$223K +$870 +6 +0.4%
VAMG
391
Voisard Asset Management Group
Michigan
$222K +$870 +6 +0.4%
CCA
392
Clearwater Capital Advisors
Illinois
$222K +$15.8K +109 +7%
FZCM
393
Flynn Zito Capital Management
New York
$217K -$38.4K -265 -14%
MYAM
394
Meiji Yasuda Asset Management
Japan
$215K -$1.59K -11 -0.7%
HI
395
Horizon Investments
North Carolina
$214K -$4.6M -31,749 -95%
NA
396
NewEdge Advisors
Louisiana
$213K -$62.8K -433 -22%
FMI
397
Frec Markets Inc
California
$210K +$220K +1,515 New
ETC
398
Exchange Traded Concepts
Oklahoma
$210K -$34.4K -237 -14%
CNBT
399
Cornerstone National Bank & Trust
Illinois
$210K
TFGT
400
TS Financial Group (TSFG)
Illinois
$210K -$7.25K -50 -3%