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Winmark
WINA

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$159M)

5.96% more ownership

Funds ownership: 84.89% → 90.85% (+6%)

2% more funds holding

Funds holding: 225 → 230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
230
Holders Change
+5
Holders Change %
+2.22%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
88
Reduced
67
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89M
2
State Street
State Street
Massachusetts
+$17.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$21M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.09M
3
Goldman Sachs
Goldman Sachs
New York
-$5.46M
4
AC
AltraVue Capital
Washington
-$5.39M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
26
Schwartz Investment Counsel
Michigan
$11.4M – – –
Charles Schwab
27
Charles Schwab
California
$11M +$437K +991 +4%
Citadel Advisors
28
Citadel Advisors
Florida
$9.58M +$6.84M +15,517 +226%
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$9.57M +$1.04M +2,350 +12%
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$8.31M +$8.57M +19,432 New
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$8.28M -$906K -2,055 -10%
CAM
32
Congress Asset Management
Massachusetts
$8.06M +$1.65M +3,738 +25%
Victory Capital Management
33
Victory Capital Management
Texas
$7.67M +$719K +1,629 +10%
KCM
34
Kennedy Capital Management
Missouri
$7.11M +$94.8K +215 +1%
LCM
35
Legato Capital Management
California
$6.38M – – –
Ameriprise
36
Ameriprise
Minnesota
$6.34M +$1.5M +3,394 +30%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$6.3M – – –
Bank of America
38
Bank of America
North Carolina
$6.29M +$832K +1,886 +15%
UBS Group
39
UBS Group
Switzerland
$6.2M -$1.2M -2,722 -16%
Principal Financial Group
40
Principal Financial Group
Iowa
$6.14M +$6.34M +14,371 New
LCM
41
Landscape Capital Management
New Jersey
$6.14M +$20.3K +46 +0.3%
ACA
42
Aptus Capital Advisors
Alabama
$5.17M +$50.3K +114 +1%
VF
43
Vest Financial
Virginia
$4.96M +$468K +1,062 +10%
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.6M +$1.4M +3,175 +42%
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.52M +$4.66M +10,563 New
AQR Capital Management
46
AQR Capital Management
Connecticut
$4.4M -$838K -1,901 -16%
SPS
47
Susquehanna Portfolio Strategies
Pennsylvania
$4.27M +$124K +280 +3%
BA
48
Bridgewater Associates
Connecticut
$4.05M +$4.18M +9,477 New
LFM
49
LGT Fund Management
Liechtenstein
$3.96M -$452K -1,025 -10%
Squarepoint
50
Squarepoint
New York
$3.72M +$2.27M +5,148 +145%
1
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3 4 5

WINA Hedge Fund Activity: Q1 2026 in Review

230 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2026, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 36 closed out — a net gain of 9 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $89M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $21M sold.

  • 230 institutional investors held Winmark (WINA) as of Q1 2026, up from 225 in Q4 2025.
  • Funds reported $1.39B of Winmark stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q1 2026 and 36 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q1 2026 was BlackRock, an estimated $89M added.
  • The largest Winmark seller in Q1 2026 was William Blair Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2026.