WINA icon

Winmark
WINA

Overview Fund Activity

194 hedge funds and large institutions have $857M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+9
Holders Change %
+4.86%
% of All Funds
2.64%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
73
Reduced
54
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$7.67M
2
Select Equity Group
Select Equity Group
New York
+$6.59M
3
Rockefeller Capital Management
Rockefeller Capital Management
New York
+$5.96M
4
Jacobs Levy Equity Management
Jacobs Levy Equity Management
New Jersey
+$3.73M
5
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.27M

Top Sellers

1
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$15.8M
2
Invesco
Invesco
Georgia
-$15.5M
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
-$3.08M
4
AAIS
ABN AMRO Investment Solutions
-$1.96M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.19M -$218K -687 -3%
KCM
27
Kennedy Capital Management
Missouri
$6.05M +$586K +1,845 +11%
Qube Research & Technologies (QRT)
28
Qube Research & Technologies (QRT)
United Kingdom
$5.84M +$2.27M +7,144 +64%
VI
29
Vestcor Inc
New Brunswick, Canada
$5.72M -$1.36M -4,284 -19%
Man Group
30
Man Group
United Kingdom
$5.52M +$120K +377 +2%
CAM
31
Congress Asset Management
Massachusetts
$5.01M -$17.5K -55 -0.3%
LCM
32
Legato Capital Management
California
$4.72M – – –
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.61M -$1.91K -6 -0%
New York State Common Retirement Fund
34
New York State Common Retirement Fund
New York
$4.58M – – –
CAMG
35
CWA Asset Management Group
Florida
$4.32M +$131K +411 +3%
Victory Capital Management
36
Victory Capital Management
Texas
$4.21M -$1.2M -3,773 -22%
Jacobs Levy Equity Management
37
Jacobs Levy Equity Management
New Jersey
$3.73M +$3.73M +11,749 New
Bank of America
38
Bank of America
North Carolina
$3.63M +$36.6K +115 +1%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$3.55M +$666K +2,096 +23%
VIM
40
Vancity Investment Management
British Columbia, Canada
$3.46M +$3.46M +10,898 New
LIC
41
Laurus Investment Counsel
Canada
$3.33M – – –
JPMorgan Chase & Co
42
JPMorgan Chase & Co
New York
$3.27M -$149K -470 -4%
Royal Bank of Canada
43
Royal Bank of Canada
Ontario, Canada
$3.14M +$225K +708 +8%
NL
44
Nuveen LLC
North Carolina
$2.92M +$2.92M +9,201 New
Wells Fargo
45
Wells Fargo
California
$2.86M +$614K +1,930 +27%
Citadel Advisors
46
Citadel Advisors
Florida
$2.77M +$603K +1,898 +28%
Millennium Management
47
Millennium Management
New York
$2.63M +$2.14M +6,746 +443%
AG
48
Algert Global
California
$2.55M +$404K +1,270 +19%
Ohio Public Employees Retirement System (OPERS)
49
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.31M +$354K +1,113 +18%
BG
50
Bahl & Gaynor
Ohio
$2.09M +$2.09M +6,589 New
1
2
3 4 5