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Winmark

217 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Charles Schwab
26
Charles Schwab
California
$12.3M +$258K +601 +2%
Raymond James Financial
27
Raymond James Financial
Florida
$11.4M -$3.81M -8,865 -28%
CAMG
28
CWA Asset Management Group
Florida
$10.4M +$343K +800 +4%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$10.1M -$1.42M -3,306 -14%
Bank of New York Mellon
30
Bank of New York Mellon
New York
$10M +$9.45K +22 +0.1%
KCM
31
Kennedy Capital Management
Missouri
$9.6M -$720K -1,676 -8%
Arrowstreet Capital
32
Arrowstreet Capital
Massachusetts
$8.14M +$6.46M +15,051 +1,149%
Victory Capital Management
33
Victory Capital Management
Texas
$8.11M +$238K +555 +4%
Millennium Management
34
Millennium Management
New York
$7.74M +$4.1M +9,545 +159%
Allspring Global Investments
35
Allspring Global Investments
North Carolina
$7.47M -$1.95M -4,535 -23%
LCM
36
Legato Capital Management
California
$7.42M
CAM
37
Congress Asset Management
Massachusetts
$7.36M -$408K -951 -6%
New York State Common Retirement Fund
38
New York State Common Retirement Fund
New York
$7.33M
BA
39
Bridgewater Associates
Connecticut
$7.33M +$6.33M +14,731 New
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$6.34M +$385K +897 +8%
LCM
41
Landscape Capital Management
New Jersey
$5.71M
Ameriprise
42
Ameriprise
Minnesota
$5.7M +$3.99M +9,293 +431%
MC
43
Maverick Capital
Texas
$5.36M +$3.12M +7,265 +208%
BNP Paribas Financial Markets
44
BNP Paribas Financial Markets
France
$5.13M +$1.01M +2,363 +30%
LFM
45
LGT Fund Management
Liechtenstein
$4.86M
KWM
46
Kingsview Wealth Management
Oregon
$4.75M +$4.1M +9,550 New
RhumbLine Advisers
47
RhumbLine Advisers
Massachusetts
$4.23M -$2.01M -4,681 -36%
Invesco
48
Invesco
Georgia
$4.21M -$49.4K -115 -1%
NAMM
49
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.93M +$240K +560 +8%
AQR Capital Management
50
AQR Capital Management
Connecticut
$3.85M +$1.26M +2,942 +61%

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.