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