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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
WA
526
Westfuller Advisors
New York
$1.83K -$580 -4 -24%
MA
527
Montag & Associates
Georgia
$1.67K +$1.74K +12 New
FCAS
528
First Command Advisory Services
Texas
$1.67K
HFS
529
Hughes Financial Services
Virginia
$1.67K +$145 +1 +9%
BHWM
530
Bay Harbor Wealth Management
Maryland
$1.53K +$580 +4 +57%
ACA
531
Atlas Capital Advisors
Wyoming
$1.39K
CH
532
Cromwell Holdings
Wyoming
$1.39K +$580 +4 +67%
IRC
533
Investors Research Corp
Georgia
$1.39K +$1.45K +10 New
NB
534
NBT Bank
New York
$1.39K +$1.45K +10 New
BGAI
535
Bruce G. Allen Investments
Colorado
$1.11K
VWA
536
Valued Wealth Advisors
Utah
$1.11K +$1.16K +8 New
PWA
537
Physician Wealth Advisors
Utah
$973
RWS
538
Retirement Wealth Solutions
Wisconsin
$973 +$290 +2 +40%
IAIM
539
International Assets Investment Management
Florida
$840
BFS
540
Bare Financial Services
Pennsylvania
$695
HIA
541
HFM Investment Advisors
New Jersey
$695
SC
542
SouthState Corp
Florida
$695
AF
543
Advisornet Financial
Minnesota
$695 +$580 +4 +400%
PWMG
544
Prestige Wealth Management Group
New Jersey
$695 +$725 +5 New
ACM
545
Anfield Capital Management
California
$556
VWM
546
Vermillion Wealth Management
Minnesota
$556 +$580 +4 New
IAS
547
IMA Advisory Services
Colorado
$555
RJA
548
Ross\Johnson & Associates
Minnesota
$417
IWS
549
Intentional Wealth Strategies
Colorado
$417 +$435 +3 New
MCM
550
MV Capital Management
Maryland
$417 +$435 +3 New