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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
SCA
401
Stonebridge Capital Advisors
Minnesota
$208K
BFO
402
Boston Family Office
Massachusetts
$208K
MFS
403
Mirabella Financial Services
United Kingdom
$207K
PTP
404
Platform Technology Partners
New York
$205K
AT
405
American Trust
Kentucky
$202K
IA
406
IFP Advisors
Florida
$200K
FFA
407
Farther Finance Advisors
California
$198K
MCM
408
MAI Capital Management
Ohio
$193K
DSC
409
Daytona Street Capital
Missouri
$191K
ASN
410
Advisory Services Network
Georgia
$184K
HPC
411
HM Payson & Co
Maine
$174K
VCM
412
Versant Capital Management
Arizona
$172K
GM
413
GeoWealth Management
Illinois
$167K
TPCW
414
TD Private Client Wealth
New York
$149K
UB
415
UMB Bank
Missouri
$149K
DFA
416
DHJJ Financial Advisors
Illinois
$144K
PFBT
417
Parkside Financial Bank & Trust
Missouri
$138K
PA
418
Parallel Advisors
California
$136K
WTC
419
WhitTier Trust Company
Nevada
$108K
AF
420
Allworth Financial
California
$97.7K
PMFA
421
Plante Moran Financial Advisors
Michigan
$95.2K
OA
422
Operose Advisors
Wisconsin
$86.6K
SAM
423
Smartleaf Asset Management
Massachusetts
$75.6K
PWPS
424
Pinnacle Wealth Planning Services
Ohio
$73.2K
Nomura Asset Management
425
Nomura Asset Management
Japan
$72.2K