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Winmark

217 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Deutsche Bank
51
Deutsche Bank
Germany
$3.71M +$109K +254 +4%
N
52
Nuveen
North Carolina
$3.6M
Citadel Advisors
53
Citadel Advisors
Florida
$3.4M
Citigroup
54
Citigroup
New York
$3.35M -$3M -6,996 -51%
UBS AM
55
UBS AM
Illinois
$3.28M -$1.86M -4,326 -40%
Wells Fargo
56
Wells Fargo
California
$3.1M -$990K -2,306 -27%
KAS
57
Kestra Advisory Services
Texas
$3.04M +$43.4K +101 +2%
VF
58
Vest Financial
Virginia
$3.03M +$1.51M +3,527 +137%
Barclays
59
Barclays
United Kingdom
$3M -$739K -1,721 -22%
OAM
60
OP Asset Management
$2.96M -$1.08M -2,504 -30%
Bank of America
61
Bank of America
North Carolina
$2.94M -$2.3M -5,361 -48%
PA
62
Promethium Advisors
Maryland
$2.9M +$41.2K +96 +2%
Swiss National Bank
63
Swiss National Bank
Switzerland
$2.89M +$42.9K +100 +2%
Russell Investments Group
64
Russell Investments Group
United Kingdom
$2.82M +$1.44M +3,356 +145%
Creative Planning
65
Creative Planning
Kansas
$2.6M +$1.29K +3 +0.1%
VI
66
Vestcor Inc
New Brunswick, Canada
$2.57M -$34.4K -80 -2%
Commonwealth Equity Services
67
Commonwealth Equity Services
Massachusetts
$2.48M -$1.29M -2,998 -38%
CAU
68
Caxton Associates (UK)
$2.37M +$182K +424 +10%
Teacher Retirement System of Texas
69
Teacher Retirement System of Texas
Texas
$2.35M +$31.3K +73 +2%
MPIA
70
Mountain Pacific Investment Advisers
Idaho
$2.26M -$12.6M -29,265 -87%
Ohio Public Employees Retirement System (OPERS)
71
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.26M +$85.9K +200 +5%
Stifel Financial
72
Stifel Financial
Missouri
$2.25M -$101K -235 -5%
Skandinaviska Enskilda Banken (SEB)
73
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.19M -$129K -300 -6%
SCA
74
Stonebridge Capital Advisors
Minnesota
$2.16M
JP Morgan Chase
75
JP Morgan Chase
New York
$2.11M +$18.5K +43 +1%

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.