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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
WA
526
Westfuller Advisors
New York
$1.83K
MA
527
Montag & Associates
Georgia
$1.67K
FCAS
528
First Command Advisory Services
Texas
$1.67K
HFS
529
Hughes Financial Services
Virginia
$1.67K
BHWM
530
Bay Harbor Wealth Management
Maryland
$1.53K
ACA
531
Atlas Capital Advisors
Wyoming
$1.39K
CH
532
Cromwell Holdings
Wyoming
$1.39K
IRC
533
Investors Research Corp
Georgia
$1.39K
NB
534
NBT Bank
New York
$1.39K
BGAI
535
Bruce G. Allen Investments
Colorado
$1.11K
VWA
536
Valued Wealth Advisors
Utah
$1.11K
PWA
537
Physician Wealth Advisors
Utah
$973
RWS
538
Retirement Wealth Solutions
Wisconsin
$973
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
PWMG
544
Prestige Wealth Management Group
New Jersey
$695
ACM
545
Anfield Capital Management
California
$556
VWM
546
Vermillion Wealth Management
Minnesota
$556
IAS
547
IMA Advisory Services
Colorado
$555
RJA
548
Ross\Johnson & Associates
Minnesota
$417
IWS
549
Intentional Wealth Strategies
Colorado
$417
MCM
550
MV Capital Management
Maryland
$417