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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
OFS
126
OneAscent Financial Services
Alabama
$451K +$859 +2 +0.2%
II
127
Inspire Investing
Idaho
$447K +$385K +897 New
ASRS
128
Arizona State Retirement System
Arizona
$442K +$5.15K +12 +1%
CCP
129
Clifford Capital Partners
Utah
$415K -$171K -398 -32%
PFSRSONJ
130
Police & Firemen's Retirement System of New Jersey
New Jersey
$409K +$67.4K +157 +24%
SCP
131
Seizert Capital Partners
Michigan
$405K
Two Sigma Investments
132
Two Sigma Investments
New York
$398K -$47.7K -111 -12%
Verition Fund Management
133
Verition Fund Management
Connecticut
$393K -$265K -618 -44%
Cetera Investment Advisers
134
Cetera Investment Advisers
Illinois
$390K +$337K +784 New
Fiera Capital (Canada)
135
Fiera Capital (Canada)
Quebec, Canada
$376K -$182K -424 -36%
AC
136
AXQ Capital
New Jersey
$352K +$304K +707 New
KK
137
KLP Kapitalforvaltning
Norway
$348K
Rafferty Asset Management
138
Rafferty Asset Management
New York
$344K -$67K -156 -18%
Mitsubishi UFJ Trust & Banking
139
Mitsubishi UFJ Trust & Banking
Japan
$335K
B
140
Bailard
California
$334K
SCA
141
Snowden Capital Advisors
New York
$330K +$859 +2 +0.3%
Cerity Partners
142
Cerity Partners
New York
$319K +$275K +640 New
QCM
143
Quantinno Capital Management
New York
$299K +$258K +600 New
AI
144
Atom Investors
Texas
$290K +$250K +582 New
VT
145
Vise Technologies
New York
$286K
VOYA Investment Management
146
VOYA Investment Management
Georgia
$268K -$124K -288 -35%
HSBC Holdings
147
HSBC Holdings
United Kingdom
$255K -$93.2K -217 -30%
ProShare Advisors
148
ProShare Advisors
Maryland
$254K -$43.8K -102 -17%
Robeco Institutional Asset Management
149
Robeco Institutional Asset Management
Netherlands
$247K +$213K +496 New
BHCM
150
Brevan Howard Capital Management
Jersey
$239K -$589K -1,371 -74%

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.