We are live on ! Find out more
WTFC icon

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

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 (-$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
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
PWPS
426
Pinnacle Wealth Planning Services
Ohio
$73.2K
Nomura Asset Management
427
Nomura Asset Management
Japan
$72.2K
SPIA
428
Steward Partners Investment Advisory
New York
$70.5K
BC
429
Bayforest Capital
United Kingdom
$61.4K
RFA
430
Reyes Financial Architecture
California
$60.4K
Acadian Asset Management
431
Acadian Asset Management
Massachusetts
$60K
CFD
432
Creative Financial Designs
Indiana
$59.5K
RFS
433
Richardson Financial Services
Massachusetts
$56.3K
QC
434
Quent Capital
New York
$54.3K
RFG
435
REAP Financial Group
Texas
$52.5K
HFM
436
Harvest Fund Management
China
$52K
SWM
437
SHP Wealth Management
Massachusetts
$49.1K
EWA
438
EverSource Wealth Advisors
Alabama
$48.6K
MEG
439
Millstone Evans Group
Colorado
$48.4K
AA
440
Ancora Advisors
Ohio
$47.9K
AFC
441
Ares Financial Consulting
California
$46.8K
Los Angeles Capital Management
442
Los Angeles Capital Management
California
$44.3K
SFG
443
Strive Financial Group
Indiana
$44K
RFP
444
Root Financial Partners
California
$41.8K
LSA
445
Leonteq Securities AG
Switzerland
$39.6K
LFG
446
Larson Financial Group
Missouri
$39.2K
OWA
447
Opal Wealth Advisors
New York
$38.5K
KFAS
448
Keating Financial Advisory Services
Kansas
$35.7K
MWPCG
449
Measured Wealth Private Client Group
New Hampshire
$35.3K
CFB
450
Cullen/Frost Bankers
Texas
$34.9K