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Winmark

212 hedge funds and large institutions have $1.48B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
212
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change

Top Sellers

1 -$17.2M
2 -$14.6M
3 -$11.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$12.3M
Raymond James Financial
27
Raymond James Financial
Florida
$11.4M
CAMG
28
CWA Asset Management Group
Florida
$10.4M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$10.1M
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10M
KCM
31
Kennedy Capital Management
Missouri
$9.6M
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$8.14M
Victory Capital Management
33
Victory Capital Management
Texas
$8.11M
Millennium Management
34
Millennium Management
New York
$7.74M
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$7.47M
LCM
36
Legato Capital Management
California
$7.42M
CAM
37
Congress Asset Management
Massachusetts
$7.36M
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$7.33M
BA
39
Bridgewater Associates
Connecticut
$7.33M
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.34M
LCM
41
Landscape Capital Management
New Jersey
$5.71M
Ameriprise
42
Ameriprise
Minnesota
$5.7M
MC
43
Maverick Capital
Texas
$5.36M
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$5.13M
LFM
45
LGT Fund Management
Liechtenstein
$4.86M
KWM
46
Kingsview Wealth Management
Oregon
$4.75M
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.23M
Invesco
48
Invesco
Georgia
$4.21M
NAMM
49
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.93M
AQR Capital Management
50
AQR Capital Management
Connecticut
$3.85M