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Winmark

194 hedge funds and large institutions have $857M invested in Winmark in 2025 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 73 increasing their positions, 54 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
194
Holders Change
+9
Holders Change %
+4.86%
% of All Funds
2.64%
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
73
Reduced
54
Closed
20
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
76
Annex Advisory Services
Wisconsin
$1.07M +$176K +555 +20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
77
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$993K +$993K +3,124 New
SCM
78
Semanteon Capital Management
Massachusetts
$967K +$967K +3,041 New
Invesco
79
Invesco
Georgia
$961K -$15.5M -48,720 -94%
AllianceBernstein
80
AllianceBernstein
Tennessee
$954K
Acadian Asset Management
81
Acadian Asset Management
Massachusetts
$907K -$136K -428 -13%
Citigroup
82
Citigroup
New York
$894K -$298K -936 -25%
Walleye Capital
83
Walleye Capital
New York
$888K +$377K +1,187 +74%
California State Teachers Retirement System (CalSTRS)
84
California State Teachers Retirement System (CalSTRS)
California
$887K
SDWIA
85
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$826K
Russell Investments Group
86
Russell Investments Group
United Kingdom
$818K +$438K +1,377 +115%
LPL Financial
87
LPL Financial
California
$810K +$120K +378 +17%
CAU
88
Caxton Associates (UK)
$713K +$713K +2,242 New
JIR
89
James Investment Research
Ohio
$685K -$142K -447 -17%
SEI Investments
90
SEI Investments
Pennsylvania
$633K +$48.4K +152 +8%
Ameriprise
91
Ameriprise
Minnesota
$630K +$630K +1,981 New
NRD
92
Nebula Research & Development
New York
$602K +$106K +332 +21%
Aviva
93
Aviva
United Kingdom
$601K +$126K +396 +26%
Franklin Resources
94
Franklin Resources
California
$593K +$593K +1,865 New
JFG
95
Jefferies Financial Group
New York
$583K +$583K +1,834 New
Arrowstreet Capital
96
Arrowstreet Capital
Massachusetts
$569K -$874K -2,748 -61%
CI
97
Cavalier Investments
Georgia
$553K -$636 -2 -0.1%
Squarepoint
98
Squarepoint
New York
$552K +$552K +1,737 New
Mirae Asset Global ETFs Holdings
99
Mirae Asset Global ETFs Holdings
Hong Kong
$552K +$24.5K +77 +5%
MIM
100
MetLife Investment Management
New Jersey
$548K -$8.9K -28 -2%