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Winmark
WINA

Overview Fund Activity

210 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 44 funds opening new positions, 79 increasing their positions, 60 reducing their positions, and 26 closing their positions.

Holders
210
Holders Change
+16
Holders Change %
+8.25%
% 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
44
Increased
79
Reduced
60
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$31M
2
AllianceBernstein
2
AllianceBernstein
Tennessee
$27.8M
3
Renaissance Technologies
3
Renaissance Technologies
New York
$83.3M
4
First Trust Advisors
4
First Trust Advisors
Illinois
$16.6M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$6.76M

Top Sellers

1
William Blair Investment Management
1
William Blair Investment Management
Illinois
$23M
2
Mawer Investment Management
2
Mawer Investment Management
Alberta, Canada
$0
3
VI
3
Vestcor Inc
New Brunswick, Canada
$1.98M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$30.7M
5
Neuberger Berman Group
5
Neuberger Berman Group
New York
$120M
Name Market Value Shares Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$3.01M 7,980 -6,511 -45%
BNP Paribas Financial Markets
52
BNP Paribas Financial Markets
France
$3M 7,933 +3,252 +69%
Barclays
53
Barclays
United Kingdom
$2.93M 7,754 +2,739 +55%
NAMM
54
NorthStar Asset Management (Massachusetts)
Massachusetts
$2.77M 7,339 +1,416 +24%
NL
55
Nuveen LLC
North Carolina
$2.73M 7,227 -1,974 -21%
Deutsche Bank
56
Deutsche Bank
Germany
$2.72M 7,202 +749 +12%
Citadel Advisors
57
Citadel Advisors
Florida
$2.58M 6,821 -1,908 -22%
Susquehanna International Group
58
Susquehanna International Group
Pennsylvania
$2.55M 6,756 +1,893 +39%
LIC
59
Laurus Investment Counsel
Canada
$2.31M 6,120 -4,370 -42%
KAS
60
Kestra Advisory Services
Texas
$2.27M 6,009 +13 +0.2%
Millennium Management
61
Millennium Management
New York
$2.27M 6,004 -2,264 -27%
PA
62
Promethium Advisors
Maryland
$2.16M 5,724 +316 +6%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.15M 5,700 -100 -2%
DFCM
64
Dark Forest Capital Management
Puerto Rico
$2.01M 5,324 -472 -8%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$2M 5,289 +5,289 New
VI
66
Vestcor Inc
New Brunswick, Canada
$1.98M 5,237 -12,763 -71%
Creative Planning
67
Creative Planning
Kansas
$1.97M 5,227 +1,445 +38%
AQR Capital Management
68
AQR Capital Management
Connecticut
$1.81M 4,798 +523 +12%
Stifel Financial
69
Stifel Financial
Missouri
$1.8M 4,756 +41 +0.9%
Skandinaviska Enskilda Banken (SEB)
70
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.77M 4,700 -300 -6%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$1.76M 4,652 +705 +18%
CAU
72
Caxton Associates (UK)
$1.64M 4,339 +2,097 +94%
SCA
73
Stonebridge Capital Advisors
Minnesota
$1.64M 4,335 -1,000 -19%
LIP
74
Liontrust Investment Partners
United Kingdom
$1.64M 4,334 -1,263 -23%
Ohio Public Employees Retirement System (OPERS)
75
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.64M 4,331 -2,940 -40%
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3
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