Winnebago Industries
WGO
254 hedge funds and large institutions have $851M invested in Winnebago Industries in 2025 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 39 closing their positions.
15% more repeat investments, than reductions
Existing positions increased: 97 | Existing positions reduced: 84
3% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 39
1% less funds holding
Funds holding: 257 → 254 (-3)
3.83% less ownership
Funds ownership: 108.47% → 104.64% (-3.8%)
20% less capital invested
Capital invested by funds: $1.06B → $851M (-$212M)
50% less call options, than puts
Call options by funds: $19.6M | Put options by funds: $39.3M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$11.4M |
| 2 |
RI
RWWM Inc
Rocklin,
California
|
+$9.5M |
| 3 |
Barclays
London,
United Kingdom
|
+$5.28M |
| 4 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$5.19M |
| 5 |
MRCP
Maple Rock Capital Partners
Toronto,
Ontario, Canada
|
+$4.81M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BNP Paribas Financial Markets
Paris,
France
|
-$16.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.1M |
| 3 |
Janus Henderson Group
London,
United Kingdom
|
-$10.5M |
| 4 |
Goldman Sachs
New York
|
-$9.85M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$8.97M |
WGO Hedge Fund Activity: Q2 2025 in Review
254 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winnebago Industries (WGO) for Q2 2025, worth a combined $851M — down 20% from $1.06B a quarter earlier.
Sellers outnumbered buyers: 39 funds closed out of WGO and 38 opened new positions — a net loss of 1 holder — while 84 trimmed existing stakes and 97 added.
The largest buyer was Millennium Management, adding an estimated $11.4M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $16.7M.
- 254 institutional investors held Winnebago Industries (WGO) as of Q2 2025, down from 257 in Q1 2025.
- Funds reported $851M of Winnebago Industries stock for Q2 2025, down 20% quarter-over-quarter.
- 38 funds opened new Winnebago Industries positions in Q2 2025 and 39 closed out, a net change of -1 holder.
- The largest Winnebago Industries buyer in Q2 2025 was Millennium Management, an estimated $11.4M added.
- The largest Winnebago Industries seller in Q2 2025 was BNP Paribas Financial Markets, an estimated $16.7M sold.
Based on aggregated 13F filings for Q2 2025.