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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

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 (-$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
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
ECA
501
Elevated Capital Advisors
Utah
$6.53K
JFG
502
JDM Financial Group
Texas
$6.53K
JGCM
503
Joseph Group Capital Management
Ohio
$6.53K
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
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
AFG
514
Albion Financial Group
Utah
$4.03K
TM
515
Torren Management
California
$3.23K
EP
516
Essential Partners
California
$3.06K
CI
517
CX Institutional
Indiana
$3K
BWL
518
Bogart Wealth LLC
Virginia
$2.78K
IPS
519
Investors Portfolio Services
Washington
$2.75K
SFS
520
Sunrise Financial Services
Washington
$2.5K
CFM
521
Cornerstone Financial Management
Massachusetts
$2.5K
DF
522
Dunhill Financial
United Kingdom
$1.99K
DPW
523
DiNuzzo Private Wealth
Pennsylvania
$1.95K
RWM
524
Rialto Wealth Management
New York
$1.95K
AWM
525
Abound Wealth Management
Tennessee
$1.95K