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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
MPWT
451
MassMutual Private Wealth & Trust
Connecticut
$31.3K
RCM
452
Raleigh Capital Management
North Carolina
$29.3K
TFA
453
Transamerica Financial Advisors
Florida
$28.3K
Barrow, Hanley, Mewhinney & Strauss
454
Barrow, Hanley, Mewhinney & Strauss
Texas
$24K
Mitsubishi UFJ Asset Management
455
Mitsubishi UFJ Asset Management
Japan
$23.5K
PTC
456
Private Trust Company
Ohio
$23.2K
CAL
457
Capital Advisors Ltd
Ohio
$23K
WIM
458
Westside Investment Management
California
$22.3K
GWP
459
Gen-Wealth Partners
Michigan
$20.8K
HHCP
460
Hilton Head Capital Partners
South Carolina
$20.7K
CMA
461
Cedar Mountain Advisors
Oregon
$20.6K
KFI
462
Key Financial Inc
Pennsylvania
$19.3K
SWM
463
Spire Wealth Management
Virginia
$19.3K
TAR
464
Trask Adam Roland
$19.2K
SI
465
Sapience Investments
California
$18.9K
BW
466
Basepoint Wealth
Iowa
$18.9K
SL
467
Salomon & Ludwin
Virginia
$18.6K
ECSS
468
Eurizon Capital SGR SpA
$18K
PCM
469
Peregrine Capital Management
Minnesota
$17.5K
CA
470
CoreCap Advisors
Michigan
$16.7K
CPG
471
Cornerstone Planning Group
New Jersey
$16.6K
BIA
472
Bell Investment Advisors
California
$16.1K
PWAM
473
Private Wealth Asset Management
Iowa
$15.8K
KG
474
Kilter Group
New York
$14.6K
KAS
475
Kemnay Advisory Services
New York
$14.2K