Wintrust Financial
WTFC
555 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, 206 increasing their positions, 178 reducing their positions, and 40 closing their positions.
95% more first-time investments, than exits
New positions opened: 78 | Existing positions closed: 40
16% more repeat investments, than reductions
Existing positions increased: 206 | Existing positions reduced: 178
6% more funds holding
Funds holding: 526 → 555 (+29)
0.13% less ownership
Funds ownership: 96.07% → 95.94% (-0.13%)
0% less capital invested
Capital invested by funds: $9B → $8.96B (-$34.9M)
13% less funds holding in top 10
Funds holding in top 10: 8 → 7 (-1)
70% less call options, than puts
Call options by funds: $1.14M | Put options by funds: $3.78M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital World Investors
Los Angeles,
California
|
+$62.6M |
| 2 |
First Trust Advisors
Wheaton,
Illinois
|
+$55.8M |
| 3 |
VNIM
Vaughan Nelson Investment Management
Houston,
Texas
|
+$35.8M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33.3M |
| 5 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
+$27.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital International Investors
Los Angeles,
California
|
-$62.6M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$36.2M |
| 3 |
Verition Fund Management
Greenwich,
Connecticut
|
-$28.5M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$24.6M |
| 5 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$24.1M |
WTFC Hedge Fund Activity: Q1 2026 in Review
555 of the 8,173 institutional investors tracked by Wall St. Rank reported a position in Wintrust Financial (WTFC) for Q1 2026, worth a combined $8.96B — down 0.39% from $9B a quarter earlier.
Buyers outnumbered sellers: 78 funds opened new WTFC positions and 40 closed out — a net gain of 38 holders — while 206 added to existing stakes and 178 trimmed.
The largest buyer was Capital World Investors, opening a new position worth an estimated $62.6M. The largest seller was Capital International Investors, cutting an estimated $62.6M.
- 555 institutional investors held Wintrust Financial (WTFC) as of Q1 2026, up from 526 in Q4 2025.
- Funds reported $8.96B of Wintrust Financial stock for Q1 2026, down 0.39% quarter-over-quarter.
- 78 funds opened new Wintrust Financial positions in Q1 2026 and 40 closed out, a net change of +38 holders.
- The largest Wintrust Financial buyer in Q1 2026 was Capital World Investors, an estimated $62.6M added.
- The largest Wintrust Financial seller in Q1 2026 was Capital International Investors, an estimated $62.6M sold.
Based on aggregated 13F filings for Q1 2026.