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Winmark

214 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

31% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 61

29% more capital invested

Capital invested by funds: $860M → $1.11B (+$254M)

9% more funds holding

Funds holding: 196214 (+18)

7.07% more ownership

Funds ownership: 76.47%83.54% (+7.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% of All Funds
2.82%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
45
Increased
80
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.91M -$129K -334 -1%
UBS Group
27
UBS Group
Switzerland
$8.88M +$6.87M +17,780 +310%
KCM
28
Kennedy Capital Management
Missouri
$7.92M +$745K +1,928 +10%
Bank of New York Mellon
29
Bank of New York Mellon
New York
$7.61M +$264K +683 +4%
CAMG
30
CWA Asset Management Group
Florida
$7.57M +$2.5M +6,467 +48%
Allspring Global Investments
31
Allspring Global Investments
North Carolina
$7.38M -$2.13M -5,498 -22%
Marshall Wace
32
Marshall Wace
United Kingdom
$6.76M +$6.92M +17,894 New
Man Group
33
Man Group
United Kingdom
$6.75M +$194K +501 +3%
Victory Capital Management
34
Victory Capital Management
Texas
$5.94M +$964K +2,494 +19%
CAM
35
Congress Asset Management
Massachusetts
$5.94M -$13.1K -34 -0.2%
LCM
36
Legato Capital Management
California
$5.63M +$30.9K +80 +0.5%
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$5.56M +$124K +320 +2%
Citigroup
38
Citigroup
New York
$5.18M +$4.22M +10,917 +388%
RhumbLine Advisers
39
RhumbLine Advisers
Massachusetts
$4.97M +$775K +2,005 +18%
Jacobs Levy Equity Management
40
Jacobs Levy Equity Management
New Jersey
$4.84M +$418K +1,081 +9%
Squarepoint
41
Squarepoint
New York
$4.56M +$4M +10,345 +596%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$4.47M +$755K +1,953 +20%
LCM
43
Landscape Capital Management
New Jersey
$4.33M +$4.43M +11,471 New
Qube Research & Technologies (QRT)
44
Qube Research & Technologies (QRT)
United Kingdom
$4.28M -$2.72M -7,041 -38%
Bank of America
45
Bank of America
North Carolina
$4.26M -$60.7K -157 -1%
UBS AM
46
UBS AM
Illinois
$4.12M +$1.8M +4,658 +75%
VIM
47
Vancity Investment Management
British Columbia, Canada
$3.84M -$279K -722 -7%
LFM
48
LGT Fund Management
Liechtenstein
$3.57M +$3.66M +9,460 New
Invesco
49
Invesco
Georgia
$3.23M +$2.14M +5,545 +183%
Wells Fargo
50
Wells Fargo
California
$3.22M -$185K -479 -5%

WINA Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2025, worth a combined $1.11B — up 29% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 26 closed out — a net gain of 19 holders — while 80 added to existing stakes and 61 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $31.8M. The largest seller was William Blair Investment Management, cutting an estimated $10.7M.

  • 214 institutional investors held Winmark (WINA) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.11B of Winmark stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q2 2025 and 26 closed out, a net change of +19 holders.
  • The largest Winmark buyer in Q2 2025 was Fisher Asset Management, an estimated $31.8M added.
  • The largest Winmark seller in Q2 2025 was William Blair Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.