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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
DB
476
Danske Bank
Denmark
$13.9K
CFO
477
CVA Family Office
Colorado
$13.1K
C
478
Covestor
United Kingdom
$13K
FHC
479
First Horizon Corporation
Tennessee
$12.9K
TWD
480
True Wealth Design
Ohio
$12.8K
RF
481
Rossby Financial
Florida
$11.8K
JWA
482
JFS Wealth Advisors
Pennsylvania
$10.4K
MG
483
Mather Group
Illinois
$10.4K
PWMG
484
Private Wealth Management Group
New Jersey
$9.87K
BLC
485
Brown, Lisle/Cummings
Rhode Island
$9.59K
GCP
486
Gill Capital Partners
Colorado
$9.45K
WA
487
WPG Advisers
Maryland
$8.61K
TPWA
488
Twin Peaks Wealth Advisors
California
$8.61K
SIC
489
SJS Investment Consulting
Ohio
$8.34K
FMII
490
Farmers & Merchants Investments Inc
Nebraska
$8.2K
SIS
491
Sound Income Strategies
Florida
$8.12K
FFO
492
Fortitude Family Office
Arizona
$7.92K
SWP
493
Strategic Wealth Partners
Ohio
$7.78K
SEP
494
Signature Equity Partners
Ohio
$7.57K
LI
495
LRI Investments
Florida
$7.22K
AW
496
Avion Wealth
Texas
$7K
WWM
497
Wolff Wiese Magana
California
$6.67K
ECA
498
Elevated Capital Advisors
Utah
$6.53K
JGCM
499
Joseph Group Capital Management
Ohio
$6.53K
JFG
500
JDM Financial Group
Texas
$6.53K