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Winmark

214 hedge funds and large institutions have $1.11B invested in Winmark in 2025 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 80 increasing their positions, 61 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

73% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 26

31% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 61

29% more capital invested

Capital invested by funds: $860M → $1.11B (+$254M)

9% more funds holding

Funds holding: 196214 (+18)

7.07% more ownership

Funds ownership: 76.47%83.54% (+7.1%)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

Holders
214
Holders Change
+18
Holders Change %
+9.18%
% 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
45
Increased
80
Reduced
61
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Ohio Public Employees Retirement System (OPERS)
76
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.64M -$1.14M -2,940 -40%
JP Morgan Chase
77
JP Morgan Chase
New York
$1.58M -$2.35M -6,091 -59%
MCM
78
Monimus Capital Management
New Jersey
$1.45M -$172K -445 -10%
MAM
79
Martingale Asset Management
Massachusetts
$1.37M
AAS
80
Annex Advisory Services
Wisconsin
$1.33M +$63K +163 +5%
MC
81
Maverick Capital
Texas
$1.32M +$1.35M +3,498 New
Acadian Asset Management
82
Acadian Asset Management
Massachusetts
$1.31M +$245K +633 +22%
Legal & General Group
83
Legal & General Group
United Kingdom
$1.28M -$95.5K -247 -7%
ACA
84
Anchor Capital Advisors
Massachusetts
$1.27M -$37.9K -98 -3%
DCM
85
DGS Capital Management
New Jersey
$1.2M -$24K -62 -2%
SEI Investments
86
SEI Investments
Pennsylvania
$1.16M +$423K +1,093 +55%
RC
87
Roundview Capital
New Jersey
$1.06M +$1.08M +2,803 New
Two Sigma Advisers
88
Two Sigma Advisers
New York
$1.02M +$1.04M +2,700 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$991K -$193K -500 -16%
SDWIA
90
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$982K
BG
91
Bahl & Gaynor
Ohio
$978K -$1.55M -4,000 -61%
California State Teachers Retirement System (CalSTRS)
92
California State Teachers Retirement System (CalSTRS)
California
$974K -$82K -212 -8%
VF
93
Vest Financial
Virginia
$970K +$994K +2,570 New
Russell Investments Group
94
Russell Investments Group
United Kingdom
$874K -$101K -260 -10%
LPL Financial
95
LPL Financial
California
$874K -$90.8K -235 -9%
NRD
96
Nebula Research & Development
New York
$849K +$137K +354 +19%
JIR
97
James Investment Research
Ohio
$814K
Ameriprise
98
Ameriprise
Minnesota
$814K +$66.9K +173 +9%
DTL
99
Dynamic Technology Lab
Singapore
$793K +$516K +1,334 +174%
HF
100
HRT Financial
New York
$779K +$798K +2,065 New

WINA Hedge Fund Activity: Q2 2025 in Review

214 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q2 2025, worth a combined $1.11B — up 29% from $860M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new WINA positions and 26 closed out — a net gain of 19 holders — while 80 added to existing stakes and 61 trimmed.

The largest buyer was Fisher Asset Management, opening a new position worth an estimated $31.8M. The largest seller was William Blair Investment Management, cutting an estimated $10.7M.

  • 214 institutional investors held Winmark (WINA) as of Q2 2025, up from 196 in Q1 2025.
  • Funds reported $1.11B of Winmark stock for Q2 2025, up 29% quarter-over-quarter.
  • 45 funds opened new Winmark positions in Q2 2025 and 26 closed out, a net change of +19 holders.
  • The largest Winmark buyer in Q2 2025 was Fisher Asset Management, an estimated $31.8M added.
  • The largest Winmark seller in Q2 2025 was William Blair Investment Management, an estimated $10.7M sold.

Based on aggregated 13F filings for Q2 2025.