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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
VA
401
Vident Advisory
Georgia
$210K +$219K +1,509 New
HIC
402
Hartline Investment Corp
Illinois
$208K
SCA
403
Stonebridge Capital Advisors
Minnesota
$208K
BFO
404
Boston Family Office
Massachusetts
$208K
MFS
405
Mirabella Financial Services
United Kingdom
$207K +$216K +1,493 New
PTP
406
Platform Technology Partners
New York
$205K +$213K +1,473 New
AT
407
American Trust
Kentucky
$202K -$39.9K -275 -16%
IA
408
IFP Advisors
Florida
$200K -$435 -3 -0.2%
FFA
409
Farther Finance Advisors
California
$198K +$12.3K +85 +6%
MCM
410
MAI Capital Management
Ohio
$193K +$41.7K +288 +26%
DSC
411
Daytona Street Capital
Missouri
$191K
ASN
412
Advisory Services Network
Georgia
$184K +$191K +1,321 New
HPC
413
HM Payson & Co
Maine
$174K -$29K -200 -14%
VCM
414
Versant Capital Management
Arizona
$172K +$8.55K +59 +5%
GM
415
GeoWealth Management
Illinois
$167K +$174K +1,198 New
TPCW
416
TD Private Client Wealth
New York
$149K -$9.42K -65 -6%
UB
417
UMB Bank
Missouri
$149K +$7.39K +51 +5%
DFA
418
DHJJ Financial Advisors
Illinois
$144K
PFBT
419
Parkside Financial Bank & Trust
Missouri
$138K +$21K +145 +17%
PA
420
Parallel Advisors
California
$136K +$10.1K +70 +8%
WTC
421
WhitTier Trust Company
Nevada
$108K -$18.1K -125 -14%
AF
422
Allworth Financial
California
$97.7K +$18K +124 +21%
PMFA
423
Plante Moran Financial Advisors
Michigan
$95.2K
OA
424
Operose Advisors
Wisconsin
$86.6K +$90.3K +623 New
SAM
425
Smartleaf Asset Management
Massachusetts
$75.6K -$13.9K -96 -15%