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Winmark
WINA

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

31% more repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 67

25% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 36

13% more capital invested

Capital invested by funds: $1.23B → $1.39B (+$159M)

5.96% more ownership

Funds ownership: 84.89% → 90.85% (+6%)

2% more funds holding

Funds holding: 225 → 230 (+5)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

Holders
230
Holders Change
+5
Holders Change %
+2.22%
% of All Funds
2.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
45
Increased
88
Reduced
67
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$89M
2
State Street
State Street
Massachusetts
+$17.6M
3
Citadel Advisors
Citadel Advisors
Florida
+$6.84M
4
Principal Financial Group
Principal Financial Group
Iowa
+$6.34M
5
Morgan Stanley
Morgan Stanley
New York
+$5.92M

Top Sellers

Rank Fund Capital Flow
1
William Blair Investment Management
William Blair Investment Management
Illinois
-$21M
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$6.09M
3
Goldman Sachs
Goldman Sachs
New York
-$5.46M
4
AC
AltraVue Capital
Washington
-$5.39M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$4.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWM
51
Kingsview Wealth Management
Oregon
$3.67M +$3.79M +8,588 New
Royal Bank of Canada
52
Royal Bank of Canada
Ontario, Canada
$3.64M -$47.2K -107 -1%
Creative Planning
53
Creative Planning
Kansas
$3.4M +$971K +2,202 +38%
VA
54
Vident Advisory
Georgia
$3.22M +$3.33M +7,540 New
N
55
Nuveen
North Carolina
$3.15M +$130K +294 +4%
Legal & General Group
56
Legal & General Group
United Kingdom
$2.86M +$1.6M +3,623 +118%
UBS AM
57
UBS AM
Illinois
$2.85M +$6.17K +14 +0.2%
NAMM
58
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.76M -$764K -1,731 -21%
Russell Investments Group
59
Russell Investments Group
United Kingdom
$2.74M -$151K -343 -5%
Wells Fargo
60
Wells Fargo
California
$2.67M -$36.6K -83 -1%
KAS
61
Kestra Advisory Services
Texas
$2.64M -$43.2K -98 -2%
Swiss National Bank
62
Swiss National Bank
Switzerland
$2.55M – – –
Two Sigma Investments
63
Two Sigma Investments
New York
$2.54M +$1.95M +4,414 +290%
VI
64
Vestcor Inc
New Brunswick, Canada
$2.23M +$29.6K +67 +1%
Invesco
65
Invesco
Georgia
$2.22M +$895K +2,029 +64%
Commonwealth Equity Services
66
Commonwealth Equity Services
Massachusetts
$2.19M +$5.29K +12 +0.2%
OAM
67
OP Asset Management
$2.16M +$441K +1,000 +25%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.04M – – –
Thrivent Financial for Lutherans
69
Thrivent Financial for Lutherans
Minnesota
$2.03M +$871K +1,974 +71%
Millennium Management
70
Millennium Management
New York
$2.02M +$1.66M +3,757 +391%
MPIA
71
Mountain Pacific Investment Advisers
Idaho
$1.91M +$23.8K +54 +1%
JP Morgan Chase
72
JP Morgan Chase
New York
$1.9M +$93.5K +212 +5%
Stifel Financial
73
Stifel Financial
Missouri
$1.78M -$64.8K -147 -3%
SEI Investments
74
SEI Investments
Pennsylvania
$1.76M +$305K +691 +20%
California State Teachers Retirement System (CalSTRS)
75
California State Teachers Retirement System (CalSTRS)
California
$1.7M +$474K +1,075 +37%
1 2
3
4 5

WINA Hedge Fund Activity: Q1 2026 in Review

230 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2026, worth a combined $1.39B — up 13% from $1.23B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 36 closed out — a net gain of 9 holders — while 88 added to existing stakes and 67 trimmed.

The largest buyer was BlackRock, adding an estimated $89M. The largest seller was William Blair Investment Management, exiting entirely with an estimated $21M sold.

  • 230 institutional investors held Winmark (WINA) as of Q1 2026, up from 225 in Q4 2025.
  • Funds reported $1.39B of Winmark stock for Q1 2026, up 13% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q1 2026 and 36 closed out, a net change of +9 holders.
  • The largest Winmark buyer in Q1 2026 was BlackRock, an estimated $89M added.
  • The largest Winmark seller in Q1 2026 was William Blair Investment Management, an estimated $21M sold.

Based on aggregated 13F filings for Q1 2026.