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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
KG
476
Kilter Group
New York
$14.6K +$5.65K +39 +59%
KAS
477
Kemnay Advisory Services
New York
$14.2K +$14.8K +102 New
DB
478
Danske Bank
Denmark
$13.9K -$101K -700 -88%
CFO
479
CVA Family Office
Colorado
$13.1K +$13.6K +94 New
C
480
Covestor
United Kingdom
$13K -$26.4K -182 -66%
FHC
481
First Horizon Corporation
Tennessee
$12.9K
TWD
482
True Wealth Design
Ohio
$12.8K +$870 +6 +7%
BWA
483
Basecamp Wealth Advisors
Washington
$11.8K
RF
484
Rossby Financial
Florida
$11.8K +$10.3K +71 +546%
JWA
485
JFS Wealth Advisors
Pennsylvania
$10.4K +$435 +3 +4%
MG
486
Mather Group
Illinois
$10.4K +$10.9K +75 New
PWMG
487
Private Wealth Management Group
New Jersey
$9.87K
BLC
488
Brown, Lisle/Cummings
Rhode Island
$9.59K +$10K +69 New
GCP
489
Gill Capital Partners
Colorado
$9.45K +$9.86K +68 New
WA
490
WPG Advisers
Maryland
$8.61K -$8.41K -58 -48%
TPWA
491
Twin Peaks Wealth Advisors
California
$8.61K +$8.99K +62 New
SIC
492
SJS Investment Consulting
Ohio
$8.34K +$725 +5 +9%
FMII
493
Farmers & Merchants Investments Inc
Nebraska
$8.2K
SIS
494
Sound Income Strategies
Florida
$8.12K
FFO
495
Fortitude Family Office
Arizona
$7.92K +$3.62K +25 +78%
SWP
496
Strategic Wealth Partners
Ohio
$7.78K
SEP
497
Signature Equity Partners
Ohio
$7.57K +$290 +2 +4%
LI
498
LRI Investments
Florida
$7.22K -$103K -711 -93%
AW
499
Avion Wealth
Texas
$7K +$2.17K +15 +42%
WWM
500
Wolff Wiese Magana
California
$6.67K