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Winmark

212 hedge funds and large institutions have $1.48B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

more funds holding

Funds holding:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 76

Holders
212
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 Sellers

1 -$17.2M
2 -$14.6M
3 -$11.9M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$5.29M
Name Holding Trade Value Shares
Change
Change in
Stake
Legal & General Group
76
Legal & General Group
United Kingdom
$1.8M
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$1.77M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.77M
ACA
79
Anchor Capital Advisors
Massachusetts
$1.69M
MAM
80
Martingale Asset Management
Massachusetts
$1.64M
SEI Investments
81
SEI Investments
Pennsylvania
$1.63M
HF
82
HRT Financial
New York
$1.54M
AAS
83
Annex Advisory Services
Wisconsin
$1.49M
SG Americas Securities
84
SG Americas Securities
New York
$1.44M
Thrivent Financial for Lutherans
85
Thrivent Financial for Lutherans
Minnesota
$1.38M
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$1.38M
RC
87
Roundview Capital
New Jersey
$1.36M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
88
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M
Two Sigma Advisers
89
Two Sigma Advisers
New York
$1.29M
Jane Street
90
Jane Street
New York
$1.28M
JIR
91
James Investment Research
Ohio
$1.27M
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$1.21M
SPS
93
Susquehanna Portfolio Strategies
Pennsylvania
$1.14M
TI
94
Trexquant Investment
Connecticut
$1.13M
SDWIA
95
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M
LPL Financial
96
LPL Financial
California
$1.04M
MIM
97
Morningstar Investment Management
Illinois
$1.01M
Franklin Resources
98
Franklin Resources
California
$1.01M
Tudor Investment Corp
99
Tudor Investment Corp
Connecticut
$890K
MIM
100
MetLife Investment Management
New Jersey
$863K