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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
ECA
501
Elevated Capital Advisors
Utah
$6.53K
JFG
502
JDM Financial Group
Texas
$6.53K +$6.81K +47 New
JGCM
503
Joseph Group Capital Management
Ohio
$6.53K +$6.81K +47 New
HNW
504
High Note Wealth
Minnesota
$6.39K
NEWAS
505
N.E.W. Advisory Services
Wisconsin
$6.11K
GEA
506
Glen Eagle Advisors
New Jersey
$5.48K
S
507
Sachetta
Massachusetts
$5.14K
OCWP
508
Owl Creek Wealth Partners
Colorado
$5K +$5.22K +36 New
GWM
509
Geneos Wealth Management
Colorado
$4.86K
HWP
510
Highline Wealth Partners
California
$4.58K
BW
511
Bravera Wealth
North Dakota
$4.31K
MHR
512
Matthew Hamilton Rosenberg
$4.31K
PSFG
513
Park Square Financial Group
Georgia
$4.17K +$4.35K +30 New
AFG
514
Albion Financial Group
Utah
$4.03K +$2.17K +15 +107%
TM
515
Torren Management
California
$3.23K -$51.9K -358 -94%
EP
516
Essential Partners
California
$3.06K
CI
517
CX Institutional
Indiana
$3K +$3.19K +22 New
BWL
518
Bogart Wealth LLC
Virginia
$2.78K -$290 -2 -9%
IPS
519
Investors Portfolio Services
Washington
$2.75K +$2.75K +19 New
SFS
520
Sunrise Financial Services
Washington
$2.5K
CFM
521
Cornerstone Financial Management
Massachusetts
$2.5K +$870 +6 +50%
DF
522
Dunhill Financial
United Kingdom
$1.99K +$1.88K +13 +1,300%
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.95K
RWM
524
Rialto Wealth Management
New York
$1.95K +$145 +1 +8%
AWM
525
Abound Wealth Management
Tennessee
$1.95K +$2.03K +14 New