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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
SPIA
426
Steward Partners Investment Advisory
New York
$70.5K
BC
427
Bayforest Capital
United Kingdom
$61.4K
RFA
428
Reyes Financial Architecture
California
$60.4K
Acadian Asset Management
429
Acadian Asset Management
Massachusetts
$60K
CFD
430
Creative Financial Designs
Indiana
$59.5K
RFS
431
Richardson Financial Services
Massachusetts
$56.3K
QC
432
Quent Capital
New York
$54.3K
RFG
433
REAP Financial Group
Texas
$52.5K
HFM
434
Harvest Fund Management
China
$52K
SWM
435
SHP Wealth Management
Massachusetts
$49.1K
EWA
436
EverSource Wealth Advisors
Alabama
$48.6K
MEG
437
Millstone Evans Group
Colorado
$48.4K
AA
438
Ancora Advisors
Ohio
$47.9K
AFC
439
Ares Financial Consulting
California
$46.8K
Los Angeles Capital Management
440
Los Angeles Capital Management
California
$44.3K
SFG
441
Strive Financial Group
Indiana
$44K
RFP
442
Root Financial Partners
California
$41.8K
LSA
443
Leonteq Securities AG
Switzerland
$39.6K
LFG
444
Larson Financial Group
Missouri
$39.2K
OWA
445
Opal Wealth Advisors
New York
$38.5K
KFAS
446
Keating Financial Advisory Services
Kansas
$35.7K
MWPCG
447
Measured Wealth Private Client Group
New Hampshire
$35.3K
CFB
448
Cullen/Frost Bankers
Texas
$34.9K
WT
449
Whittier Trust
California
$33.4K
PPC
450
Park Place Capital
Alabama
$32.2K