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Winmark

217 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, 71 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more capital invested

Capital invested by funds: $1.11B → $1.49B (+$375M)

24% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 21

1% more funds holding

Funds holding: 214217 (+3)

0.78% more ownership

Funds ownership: 83.54%84.32% (+0.78%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

10% less repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 79

Holders
217
Holders Change
+3
Holders Change %
+1.4%
% of All Funds
2.85%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
26
Increased
71
Reduced
79
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Tudor Investment Corp
101
Tudor Investment Corp
Connecticut
$890K +$767K +1,787 New
MIM
102
MetLife Investment Management
New Jersey
$863K
EA
103
Ellsworth Advisors
Ohio
$824K +$785K +1,829 New
CC
104
Cannell Capital
Wyoming
$820K
Cambridge Investment Research Advisors
105
Cambridge Investment Research Advisors
Iowa
$812K +$15.5K +36 +2%
T. Rowe Price Associates
106
T. Rowe Price Associates
Maryland
$806K +$65.7K +153 +10%
WPC
107
White Pine Capital
Minnesota
$801K -$6.87K -16 -1%
Manulife (Manufacturers Life Insurance)
108
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$754K -$24.9K -58 -4%
Squarepoint
109
Squarepoint
New York
$725K -$4.56M -10,625 -88%
Mirae Asset Global ETFs Holdings
110
Mirae Asset Global ETFs Holdings
Hong Kong
$686K -$109K -254 -16%
VIM
111
Vancity Investment Management
British Columbia, Canada
$679K -$3.78M -8,812 -87%
State Board of Administration of Florida Retirement System
112
State Board of Administration of Florida Retirement System
Florida
$660K -$84.6K -197 -13%
CI
113
Cavalier Investments
Georgia
$645K +$26.6K +62 +4%
Janus Henderson Group
114
Janus Henderson Group
United Kingdom
$641K
DFCM
115
Dark Forest Capital Management
Puerto Rico
$630K -$1.74M -4,059 -76%
VF
116
Virtu Financial
New York
$625K +$291K +677 +117%
BF
117
BOK Financial
Oklahoma
$616K -$1.29K -3 -0.2%
KAM
118
Knightsbridge Asset Management
California
$575K -$9.45K -22 -2%
Capstone Investment Advisors
119
Capstone Investment Advisors
New York
$567K +$489K +1,140 New
MCM
120
Monimus Capital Management
New Jersey
$538K -$1.19M -2,772 -72%
IIM
121
INTECH Investment Management
Florida
$511K -$162K -378 -27%
Aviva
122
Aviva
United Kingdom
$496K -$41.2K -96 -9%
CG
123
Cynosure Group
Utah
$493K
MPAM
124
Murphy Pohlad Asset Management
Minnesota
$468K
Mariner
125
Mariner
Kansas
$464K +$15K +35 +4%

WINA Hedge Fund Activity: Q3 2025 in Review

217 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Winmark (WINA) for Q3 2025, worth a combined $1.49B — up 34% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new WINA positions and 21 closed out — a net gain of 5 holders — while 71 added to existing stakes and 79 trimmed.

The largest buyer was Jacobs Levy Equity Management, adding an estimated $29.5M. The largest seller was Morgan Stanley, cutting an estimated $14.9M.

  • 217 institutional investors held Winmark (WINA) as of Q3 2025, up from 214 in Q2 2025.
  • Funds reported $1.49B of Winmark stock for Q3 2025, up 34% quarter-over-quarter.
  • 26 funds opened new Winmark positions in Q3 2025 and 21 closed out, a net change of +5 holders.
  • The largest Winmark buyer in Q3 2025 was Jacobs Levy Equity Management, an estimated $29.5M added.
  • The largest Winmark seller in Q3 2025 was Morgan Stanley, an estimated $14.9M sold.

Based on aggregated 13F filings for Q3 2025.