We are live on ! Find out more
WINA icon

Winmark

196 hedge funds and large institutions have $860M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 74 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

65% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 20

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

37% more repeat investments, than reductions

Existing positions increased: 74 | Existing positions reduced: 54

6% more funds holding

Funds holding: 185196 (+11)

0.56% more ownership

Funds ownership: 75.91%76.47% (+0.56%)

18% less capital invested

Capital invested by funds: $1.05B → $860M (-$190M)

Holders
196
Holders Change
+11
Holders Change %
+5.95%
% of All Funds
2.63%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.04%
New
33
Increased
74
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BG
51
Bahl & Gaynor
Ohio
$2.09M +$2.35M +6,589 New
Deutsche Bank
52
Deutsche Bank
Germany
$2.05M +$1.46M +4,086 +173%
UBS AM
53
UBS AM
Illinois
$1.99M +$137K +386 +7%
KAS
54
Kestra Advisory Services
Texas
$1.91M +$38.1K +107 +2%
NAMM
55
NorthStar Asset Management (Massachusetts)
Massachusetts
$1.88M +$1.02M +2,871 +94%
D.E. Shaw & Co
56
D.E. Shaw & Co
New York
$1.87M +$237K +665 +13%
Swiss National Bank
57
Swiss National Bank
Switzerland
$1.84M -$35.6K -100 -2%
DFCM
58
Dark Forest Capital Management
Puerto Rico
$1.84M +$1.37M +3,837 +196%
UBS Group
59
UBS Group
Switzerland
$1.82M -$741K -2,079 -27%
LIP
60
Liontrust Investment Partners
United Kingdom
$1.78M -$1.85M -5,186 -48%
Fiera Capital (Canada)
61
Fiera Capital (Canada)
Quebec, Canada
$1.74M -$607K -1,703 -24%
PA
62
Promethium Advisors
Maryland
$1.72M +$386K +1,085 +25%
SCA
63
Stonebridge Capital Advisors
Minnesota
$1.7M
Barclays
64
Barclays
United Kingdom
$1.59M -$555K -1,559 -24%
Skandinaviska Enskilda Banken (SEB)
65
Skandinaviska Enskilda Banken (SEB)
Sweden
$1.59M -$35.6K -100 -2%
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
$1.55M +$166K +466 +11%
Stifel Financial
67
Stifel Financial
Missouri
$1.5M +$135K +378 +9%
BNP Paribas Financial Markets
68
BNP Paribas Financial Markets
France
$1.49M -$1.55M -4,359 -48%
MCM
69
Monimus Capital Management
New Jersey
$1.37M
AQR Capital Management
70
AQR Capital Management
Connecticut
$1.36M -$986K -2,769 -39%
Teacher Retirement System of Texas
71
Teacher Retirement System of Texas
Texas
$1.25M +$152K +428 +12%
Jane Street
72
Jane Street
New York
$1.2M +$1.07M +3,016 +391%
Creative Planning
73
Creative Planning
Kansas
$1.2M +$97.2K +273 +8%
Legal & General Group
74
Legal & General Group
United Kingdom
$1.16M -$69.1K -194 -5%
MAM
75
Martingale Asset Management
Massachusetts
$1.16M

WINA Hedge Fund Activity: Q1 2025 in Review

196 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q1 2025, worth a combined $860M — down 18% from $1.05B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new WINA positions and 20 closed out — a net gain of 13 holders — while 74 added to existing stakes and 54 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $8.6M. The largest seller was Mawer Investment Management, cutting an estimated $17.7M.

  • 196 institutional investors held Winmark (WINA) as of Q1 2025, up from 185 in Q4 2024.
  • Funds reported $860M of Winmark stock for Q1 2025, down 18% quarter-over-quarter.
  • 33 funds opened new Winmark positions in Q1 2025 and 20 closed out, a net change of +13 holders.
  • The largest Winmark buyer in Q1 2025 was Allspring Global Investments, an estimated $8.6M added.
  • The largest Winmark seller in Q1 2025 was Mawer Investment Management, an estimated $17.7M sold.

Based on aggregated 13F filings for Q1 2025.