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Winmark

216 hedge funds and large institutions have $1.49B invested in Winmark in 2025 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 79 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 funds holding

Funds holding:

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

11% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 79

Holders
216
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 -$14.9M
2 -$12.6M
3 -$10.3M
4
Marshall Wace
Marshall Wace
United Kingdom
-$6.76M
5
Squarepoint
Squarepoint
New York
-$4.56M
Name Holding Trade Value Shares
Change
Change in
Stake
LIC
76
Laurus Investment Counsel
Canada
$1.93M
Legal & General Group
77
Legal & General Group
United Kingdom
$1.8M
Balyasny Asset Management
78
Balyasny Asset Management
Illinois
$1.77M
Susquehanna International Group
79
Susquehanna International Group
Pennsylvania
$1.77M
ACA
80
Anchor Capital Advisors
Massachusetts
$1.69M
MAM
81
Martingale Asset Management
Massachusetts
$1.64M
SEI Investments
82
SEI Investments
Pennsylvania
$1.63M
DCM
83
DGS Capital Management
New Jersey
$1.55M
HF
84
HRT Financial
New York
$1.54M
AAS
85
Annex Advisory Services
Wisconsin
$1.49M
SG Americas Securities
86
SG Americas Securities
New York
$1.44M
Thrivent Financial for Lutherans
87
Thrivent Financial for Lutherans
Minnesota
$1.38M
California State Teachers Retirement System (CalSTRS)
88
California State Teachers Retirement System (CalSTRS)
California
$1.38M
RC
89
Roundview Capital
New Jersey
$1.36M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
90
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M
Two Sigma Advisers
91
Two Sigma Advisers
New York
$1.29M
Jane Street
92
Jane Street
New York
$1.28M
JIR
93
James Investment Research
Ohio
$1.27M
Qube Research & Technologies (QRT)
94
Qube Research & Technologies (QRT)
United Kingdom
$1.21M
SPS
95
Susquehanna Portfolio Strategies
Pennsylvania
$1.14M
TI
96
Trexquant Investment
Connecticut
$1.13M
SDWIA
97
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M
LPL Financial
98
LPL Financial
California
$1.04M
MIM
99
Morningstar Investment Management
Illinois
$1.01M
Franklin Resources
100
Franklin Resources
California
$1.01M