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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
HFS
526
Hughes Financial Services
Virginia
$1.67K
BHWM
527
Bay Harbor Wealth Management
Maryland
$1.53K
ACA
528
Atlas Capital Advisors
Wyoming
$1.39K
CH
529
Cromwell Holdings
Wyoming
$1.39K
IRC
530
Investors Research Corp
Georgia
$1.39K
NB
531
NBT Bank
New York
$1.39K
BGAI
532
Bruce G. Allen Investments
Colorado
$1.11K
VWA
533
Valued Wealth Advisors
Utah
$1.11K
PWA
534
Physician Wealth Advisors
Utah
$973
RWS
535
Retirement Wealth Solutions
Wisconsin
$973
IAIM
536
International Assets Investment Management
Florida
$840
SC
537
SouthState Corp
Florida
$695
HIA
538
HFM Investment Advisors
New Jersey
$695
BFS
539
Bare Financial Services
Pennsylvania
$695
AF
540
Advisornet Financial
Minnesota
$695
PWMG
541
Prestige Wealth Management Group
New Jersey
$695
ACM
542
Anfield Capital Management
California
$556
VWM
543
Vermillion Wealth Management
Minnesota
$556
IAS
544
IMA Advisory Services
Colorado
$555
RJA
545
Ross\Johnson & Associates
Minnesota
$417
IWS
546
Intentional Wealth Strategies
Colorado
$417
MCM
547
MV Capital Management
Maryland
$417
SS
548
SBI Securities
Japan
$139
TFM
549
TFC Financial Management
Massachusetts
$139
CW
550
Curio Wealth
Maryland
$139