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Winmark

215 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, 78 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)

10% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 78

Holders
215
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
Legal & General Group
76
Legal & General Group
United Kingdom
$1.8M
Balyasny Asset Management
77
Balyasny Asset Management
Illinois
$1.77M
Susquehanna International Group
78
Susquehanna International Group
Pennsylvania
$1.77M
ACA
79
Anchor Capital Advisors
Massachusetts
$1.69M
MAM
80
Martingale Asset Management
Massachusetts
$1.64M
SEI Investments
81
SEI Investments
Pennsylvania
$1.63M
DCM
82
DGS Capital Management
New Jersey
$1.55M
HF
83
HRT Financial
New York
$1.54M
AAS
84
Annex Advisory Services
Wisconsin
$1.49M
SG Americas Securities
85
SG Americas Securities
New York
$1.44M
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$1.38M
California State Teachers Retirement System (CalSTRS)
87
California State Teachers Retirement System (CalSTRS)
California
$1.38M
RC
88
Roundview Capital
New Jersey
$1.36M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
89
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$1.31M
Two Sigma Advisers
90
Two Sigma Advisers
New York
$1.29M
Jane Street
91
Jane Street
New York
$1.28M
JIR
92
James Investment Research
Ohio
$1.27M
Qube Research & Technologies (QRT)
93
Qube Research & Technologies (QRT)
United Kingdom
$1.21M
SPS
94
Susquehanna Portfolio Strategies
Pennsylvania
$1.14M
TI
95
Trexquant Investment
Connecticut
$1.13M
SDWIA
96
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$1.07M
LPL Financial
97
LPL Financial
California
$1.04M
MIM
98
Morningstar Investment Management
Illinois
$1.01M
Franklin Resources
99
Franklin Resources
California
$1.01M
Tudor Investment Corp
100
Tudor Investment Corp
Connecticut
$890K