WTFC icon

Wintrust Financial

551 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, 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 (-$35.2M)

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
551
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
JFG
501
JDM Financial Group
Texas
$6.53K
HNW
502
High Note Wealth
Minnesota
$6.39K
NEWAS
503
N.E.W. Advisory Services
Wisconsin
$6.11K
GEA
504
Glen Eagle Advisors
New Jersey
$5.48K
S
505
Sachetta
Massachusetts
$5.14K
OCWP
506
Owl Creek Wealth Partners
Colorado
$5K
GWM
507
Geneos Wealth Management
Colorado
$4.86K
HWP
508
Highline Wealth Partners
California
$4.58K
MHR
509
Matthew Hamilton Rosenberg
$4.31K
BW
510
Bravera Wealth
North Dakota
$4.31K
PSFG
511
Park Square Financial Group
Georgia
$4.17K
AFG
512
Albion Financial Group
Utah
$4.03K
TM
513
Torren Management
California
$3.23K
EP
514
Essential Partners
California
$3.06K
CI
515
CX Institutional
Indiana
$3K
BWL
516
Bogart Wealth LLC
Virginia
$2.78K
IPS
517
Investors Portfolio Services
Washington
$2.75K
SFS
518
Sunrise Financial Services
Washington
$2.5K
CFM
519
Cornerstone Financial Management
Massachusetts
$2.5K
DF
520
Dunhill Financial
United Kingdom
$1.99K
DPW
521
DiNuzzo Private Wealth
Pennsylvania
$1.95K
RWM
522
Rialto Wealth Management
New York
$1.95K
AWM
523
Abound Wealth Management
Tennessee
$1.95K
WA
524
Westfuller Advisors
New York
$1.83K
MA
525
Montag & Associates
Georgia
$1.67K