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Wintrust Financial

550 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, 203 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 (-$36.9M)

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
550
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
OL
376
Optas LLC
Texas
$257K
NS
377
NBC Securities
Alabama
$253K
ECM
378
Everence Capital Management
Indiana
$250K
FSA
379
Fort Sheridan Advisors
Illinois
$238K
SRL
380
Scientech Research LLC
New Jersey
$238K
PWP
381
Phillips Wealth Planners
Mississippi
$231K
DWM
382
Drive Wealth Management
Utah
$228K
BWAM
383
Blue Water Asset Management
Michigan
$227K
LWP
384
LeClair Wealth Partners
Ohio
$227K
OCA
385
OpenArc Corporate Advisory
Georgia
$226K
Bessemer Group
386
Bessemer Group
New Jersey
$224K
HIP
387
HUB Investment Partners
Texas
$224K
RWMH
388
Riverpoint Wealth Management Holdings
Illinois
$224K
FAC
389
Financial Advisory Corporation
Michigan
$223K
VAMG
390
Voisard Asset Management Group
Michigan
$222K
CCA
391
Clearwater Capital Advisors
Illinois
$222K
FZCM
392
Flynn Zito Capital Management
New York
$217K
MYAM
393
Meiji Yasuda Asset Management
Japan
$215K
HI
394
Horizon Investments
North Carolina
$214K
FMI
395
Frec Markets Inc
California
$210K
ETC
396
Exchange Traded Concepts
Oklahoma
$210K
CNBT
397
Cornerstone National Bank & Trust
Illinois
$210K
TFGT
398
TS Financial Group (TSFG)
Illinois
$210K
VA
399
Vident Advisory
Georgia
$210K
SCA
400
Stonebridge Capital Advisors
Minnesota
$208K