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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 %
JPMorgan Chase & Co
76
JPMorgan Chase & Co
New York
$1.58M 4,186 -6,091 -59%
MCM
77
Monimus Capital Management
New Jersey
$1.45M 3,853 -445 -10%
MAM
78
Martingale Asset Management
Massachusetts
$1.37M 3,636 – –
AAS
79
Annex Advisory Services
Wisconsin
$1.33M 3,515 +163 +5%
MC
80
Maverick Capital
Texas
$1.32M 3,498 +3,498 New
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$1.31M 3,489 +633 +22%
Legal & General Group
82
Legal & General Group
United Kingdom
$1.28M 3,397 -247 -7%
ACA
83
Anchor Capital Advisors
Massachusetts
$1.27M 3,359 -98 -3%
SEI Investments
84
SEI Investments
Pennsylvania
$1.16M 3,079 +1,093 +55%
RC
85
Roundview Capital
New Jersey
$1.06M 2,803 +2,803 New
Two Sigma Advisers
86
Two Sigma Advisers
New York
$1.02M 2,700 +2,700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
87
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$991K 2,624 -500 -16%
SDWIA
88
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$982K 2,600 – –
BG
89
Bahl & Gaynor
Ohio
$978K 2,589 -4,000 -61%
California State Teachers Retirement System (CalSTRS)
90
California State Teachers Retirement System (CalSTRS)
California
$974K 2,579 -212 -8%
VF
91
Vest Financial
Virginia
$970K 2,570 +2,570 New
Russell Investments Group
92
Russell Investments Group
United Kingdom
$874K 2,314 -260 -10%
LPL Financial
93
LPL Financial
California
$874K 2,314 -235 -9%
NRD
94
Nebula Research & Development
New York
$849K 2,249 +354 +19%
JIR
95
James Investment Research
Ohio
$814K 2,155 – –
Ameriprise
96
Ameriprise
Minnesota
$814K 2,154 +173 +9%
DTL
97
Dynamic Technology Lab
Singapore
$793K 2,100 +1,334 +174%
HF
98
HRT Financial
New York
$779K 2,065 +2,065 New
TI
99
Trexquant Investment
Connecticut
$770K 2,038 +2,038 New
Franklin Resources
100
Franklin Resources
California
$748K 1,980 +115 +6%
2 3
4
5 6