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Winmark

218 hedge funds and large institutions have $1.23B invested in Winmark in 2025 Q4 according to their latest regulatory filings, with 31 funds opening new positions, 80 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
218
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 Buyers

1 +$23.3M
2 +$17.4M
3 +$6.37M
4
ACA
Aptus Capital Advisors
Alabama
+$5.13M
5
State Street
State Street
Massachusetts
+$3.58M

Top Sellers

1 -$8.19M
2 -$8.07M
3 -$7.59M
4
UBS Group
UBS Group
Switzerland
-$7.55M
5
BA
Bridgewater Associates
Connecticut
-$7.33M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$8.67M
Morgan Stanley
27
Morgan Stanley
New York
$8.14M
Allspring Global Investments
28
Allspring Global Investments
North Carolina
$7.93M
Raymond James Financial
29
Raymond James Financial
Florida
$7.62M
AF
30
Align Financial
Minnesota
$7.29M
UBS Group
31
UBS Group
Switzerland
$6.98M
KCM
32
Kennedy Capital Management
Missouri
$6.64M
Victory Capital Management
33
Victory Capital Management
Texas
$6.6M
CAM
34
Congress Asset Management
Massachusetts
$6.12M
Arrowstreet Capital
35
Arrowstreet Capital
Massachusetts
$6.09M
LCM
36
Legato Capital Management
California
$6.04M
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$5.97M
LCM
38
Landscape Capital Management
New Jersey
$5.8M
BNP Paribas Financial Markets
39
BNP Paribas Financial Markets
France
$5.58M
Bank of America
40
Bank of America
North Carolina
$5.19M
AQR Capital Management
41
AQR Capital Management
Connecticut
$4.93M
ACA
42
Aptus Capital Advisors
Alabama
$4.85M
Ameriprise
43
Ameriprise
Minnesota
$4.64M
VF
44
Vest Financial
Virginia
$4.27M
LFM
45
LGT Fund Management
Liechtenstein
$4.16M
SPS
46
Susquehanna Portfolio Strategies
Pennsylvania
$3.93M
Royal Bank of Canada
47
Royal Bank of Canada
Ontario, Canada
$3.49M
NAMM
48
NorthStar Asset Management (Massachusetts)
Massachusetts
$3.31M
Balyasny Asset Management
49
Balyasny Asset Management
Illinois
$3.2M
RhumbLine Advisers
50
RhumbLine Advisers
Massachusetts
$3.07M