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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
ACA
76
Anchor Capital Advisors
Massachusetts
$1.1M -$3.56K -10 -0.3%
AAS
77
Annex Advisory Services
Wisconsin
$1.07M +$198K +555 +20%
DCM
78
DGS Capital Management
New Jersey
$1.03M +$121K +339 +12%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
79
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$993K +$1.11M +3,124 New
SCM
80
Semanteon Capital Management
Massachusetts
$967K +$1.08M +3,041 New
Invesco
81
Invesco
Georgia
$961K -$17.4M -48,720 -94%
AllianceBernstein
82
AllianceBernstein
Tennessee
$954K
Acadian Asset Management
83
Acadian Asset Management
Massachusetts
$907K -$152K -428 -13%
Citigroup
84
Citigroup
New York
$894K -$333K -936 -25%
Walleye Capital
85
Walleye Capital
New York
$888K +$423K +1,187 +74%
California State Teachers Retirement System (CalSTRS)
86
California State Teachers Retirement System (CalSTRS)
California
$887K
SDWIA
87
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$826K
Russell Investments Group
88
Russell Investments Group
United Kingdom
$818K +$491K +1,377 +115%
LPL Financial
89
LPL Financial
California
$810K +$135K +378 +17%
CAU
90
Caxton Associates (UK)
$713K +$799K +2,242 New
JIR
91
James Investment Research
Ohio
$685K -$159K -447 -17%
SEI Investments
92
SEI Investments
Pennsylvania
$633K +$54.1K +152 +8%
Ameriprise
93
Ameriprise
Minnesota
$630K +$706K +1,981 New
NRD
94
Nebula Research & Development
New York
$602K +$118K +332 +21%
Aviva
95
Aviva
United Kingdom
$601K +$141K +396 +26%
Franklin Resources
96
Franklin Resources
California
$593K +$664K +1,865 New
JFG
97
Jefferies Financial Group
New York
$583K +$653K +1,834 New
Arrowstreet Capital
98
Arrowstreet Capital
Massachusetts
$569K -$979K -2,748 -61%
CI
99
Cavalier Investments
Georgia
$553K -$712 -2 -0.1%
Squarepoint
100
Squarepoint
New York
$552K +$619K +1,737 New

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.