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Winmark

230 hedge funds and large institutions have $1.39B invested in Winmark in 2026 Q1 according to their latest regulatory filings, with 45 funds opening new positions, 88 increasing their positions, 67 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
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 +$89M
2 +$17.6M
3 +$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
26
Schwartz Investment Counsel
Michigan
$11.4M
Charles Schwab
27
Charles Schwab
California
$11M
Citadel Advisors
28
Citadel Advisors
Florida
$9.58M
Allspring Global Investments
29
Allspring Global Investments
North Carolina
$9.57M
VFT
30
Vanguard Fiduciary Trust
Pennsylvania
$8.31M
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$8.28M
CAM
32
Congress Asset Management
Massachusetts
$8.06M
Victory Capital Management
33
Victory Capital Management
Texas
$7.67M
KCM
34
Kennedy Capital Management
Missouri
$7.11M
LCM
35
Legato Capital Management
California
$6.38M
Ameriprise
36
Ameriprise
Minnesota
$6.34M
New York State Common Retirement Fund
37
New York State Common Retirement Fund
New York
$6.3M
Bank of America
38
Bank of America
North Carolina
$6.29M
UBS Group
39
UBS Group
Switzerland
$6.2M
Principal Financial Group
40
Principal Financial Group
Iowa
$6.14M
LCM
41
Landscape Capital Management
New Jersey
$6.14M
ACA
42
Aptus Capital Advisors
Alabama
$5.17M
VF
43
Vest Financial
Virginia
$4.96M
RhumbLine Advisers
44
RhumbLine Advisers
Massachusetts
$4.6M
Public Sector Pension Investment Board (PSP Investments)
45
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.52M
AQR Capital Management
46
AQR Capital Management
Connecticut
$4.4M
SPS
47
Susquehanna Portfolio Strategies
Pennsylvania
$4.27M
BA
48
Bridgewater Associates
Connecticut
$4.05M
LFM
49
LGT Fund Management
Liechtenstein
$3.96M
Squarepoint
50
Squarepoint
New York
$3.72M