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Winmark
WINA
WINA
225 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 73 reducing their positions, and 23 closing their positions.
New
Increased
Maintained
Reduced
Closed
43% more first-time investments, than exits
New positions opened: 33 | Existing positions closed: 23
12% more repeat investments, than reductions
Existing positions increased: 82 | Existing positions reduced: 73
4% more funds holding
Funds holding: 217 → 225 (+8)
0.57% more ownership
Funds ownership: 84.32% → 84.89% (+0.57%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
17% less capital invested
Capital invested by funds: $1.49B → $1.23B (-$260M)
Holders
225
Holders Change
+8
Holders Change %
+3.69%
% of All Funds
2.74%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
33
Increased
82
Reduced
73
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$23.3M |
| 2 |
Goldman Sachs
New York
|
+$17.4M |
| 3 |
Jacobs Levy Equity Management
Florham Park,
New Jersey
|
+$6.37M |
| 4 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$5.13M |
| 5 |
State Street
Boston,
Massachusetts
|
+$3.58M |
Top Sellers
| 1 |
CAMG
CWA Asset Management Group
Naples,
Florida
|
-$8.19M |
| 2 |
William Blair Investment Management
Chicago,
Illinois
|
-$8.07M |
| 3 |
Neuberger Berman Group
New York
|
-$7.59M |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$7.55M |
| 5 |
BA
Bridgewater Associates
Westport,
Connecticut
|
-$7.33M |
