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Winmark
WINA

Overview Fund Activity

211 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 80 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
211
Holders Change
+17
Holders Change %
+8.76%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
44
Increased
80
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$16.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.76M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$23M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$0
3
VI
3
Vestcor Inc
New Brunswick, Canada
$1.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.91M -$126K -334 -1%
UBS Group
27
UBS Group
Switzerland
$8.88M +$6.71M +17,780 +310%
KCM
28
Kennedy Capital Management
Missouri
$7.92M +$728K +1,928 +10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$7.61M +$258K +683 +4%
CAMG
30
CWA Asset Management Group
Florida
$7.57M +$2.44M +6,467 +48%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$7.38M -$2.08M -5,498 -22%
Marshall Wace
32
Marshall Wace
United Kingdom
$6.76M +$6.76M +17,894 New
Man Group
33
Man Group
United Kingdom
$6.75M +$189K +501 +3%
Victory Capital Management
34
Victory Capital Management
Texas
$5.94M +$942K +2,494 +19%
CAM
35
Congress Asset Management
Massachusetts
$5.94M -$12.8K -34 -0.2%
LCM
36
Legato Capital Management
California
$5.63M +$30.2K +80 +0.5%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$5.56M +$121K +320 +2%
Citigroup
38
Citigroup
New York
$5.18M +$4.12M +10,917 +388%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.97M +$757K +2,005 +18%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$4.84M +$408K +1,081 +9%
Squarepoint
41
Squarepoint
New York
$4.56M +$3.91M +10,345 +596%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$4.47M +$738K +1,953 +20%
LCM
43
Landscape Capital Management
New Jersey
$4.33M +$4.33M +11,471 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$4.28M -$2.66M -7,041 -38%
Bank of America
45
Bank of America
North Carolina
$4.26M -$59.3K -157 -1%
UBS AM
46
UBS AM
Illinois
$4.12M +$1.76M +4,658 +75%
VIM
47
Vancity Investment Management
British Columbia, Canada
$3.84M -$273K -722 -7%
LFM
48
LGT Fund Management
Liechtenstein
$3.57M +$3.57M +9,460 New
Invesco
49
Invesco
Georgia
$3.23M +$2.09M +5,545 +183%
Wells Fargo
50
Wells Fargo
California
$3.22M -$181K -479 -5%
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